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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 | $37,589 | $72,269-48.0% | $101,271-62.9% | $79,852-52.9% |
| Participation rate | 71.9% | 68.5%+3.4pp | 75.8%-3.9pp | 69.6%+2.2pp |
| Annual return | 11.64% | 22.29%-10.7pp | 46.48%-34.8pp | 31.72%-20.1pp |
| Employer contribution / active EE | $1,954 | $2,692-27.4% | $3,660-46.6% | $2,471-20.9% |
| Participant deferral / active EE | $3,947 | $3,282+20.3% | $4,371-9.7% | $3,740+5.5% |
| Admin fee / account holder | $204 | $4,401-95.4% | $5,948-96.6% | $5,306-96.1% |