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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 | $39,020 | $76,551-49.0% | $123,894-68.5% | $62,881-37.9% |
| Participation rate | 77.4% | 73.0%+4.4pp | 81.4%-4.0pp | 69.3%+8.1pp |
| Annual return | 8.38% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $977 | $2,882-66.1% | $4,617-78.8% | $2,281-57.2% |
| Participant deferral / active EE | $4,619 | $4,840-4.6% | $5,984-22.8% | $3,203+44.2% |
| Admin fee / account holder | $245 | $4,826-94.9% | $8,357-97.1% | $4,296-94.3% |