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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,416 | $105,623-69.3% | $87,502-63.0% | $273,972-88.2% |
| Participation rate | 79.2% | 78.2%+1.0pp | 73.8%+5.3pp | 83.0%-3.8pp |
| Annual return | 10.31% | 12.26%-1.9pp | 12.21%-1.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,378 | $3,141-56.1% | $2,550-45.9% | $4,869-71.7% |
| Participant deferral / active EE | $2,887 | $3,601-19.8% | $3,149-8.3% | $5,287-45.4% |
| Admin fee / account holder | $258 | $4,781-94.6% | $4,221-93.9% | $10,133-97.5% |