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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 | $44,666 | $78,013-42.7% | $178,449-75.0% | $80,911-44.8% |
| Participation rate | 74.3% | 65.7%+8.6pp | 77.1%-2.8pp | 67.6%+6.6pp |
| Annual return | 31.54% | 18.07%+13.5pp | 27.09%+4.5pp | 35.63%-4.1pp |
| Employer contribution / active EE | $1,929 | $2,287-15.6% | $3,951-51.2% | $2,756-30.0% |
| Participant deferral / active EE | $3,566 | $4,408-19.1% | $6,277-43.2% | $4,297-17.0% |
| Admin fee / account holder | $95 | $7,166-98.7% | $10,362-99.1% | $6,935-98.6% |