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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 | $36,729 | $54,541-32.7% | $78,778-53.4% | $70,126-47.6% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.2%+10.8pp | 69.5%+10.5pp |
| Annual return | 16.03% | 21.07%-5.0pp | 35.62%-19.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,406 | $1,089+29.1% | $1,986-29.2% | $2,343-40.0% |
| Participant deferral / active EE | $3,451 | $2,210+56.1% | $2,958+16.7% | $3,332+3.6% |
| Admin fee / account holder | $212 | $3,709-94.3% | $5,134-95.9% | $4,645-95.4% |