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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 | $20,571 | $55,713-63.1% | $75,901-72.9% | $72,975-71.8% |
| Participation rate | 95.1% | 61.1%+34.0pp | 69.3%+25.8pp | 69.5%+25.6pp |
| Annual return | 25.89% | 27.60%-1.7pp | 30.76%-4.9pp | 81.01%-55.1pp |
| Employer contribution / active EE | $1,408 | $1,687-16.5% | $2,501-43.7% | $2,440-42.3% |
| Participant deferral / active EE | $4,359 | $2,634+65.5% | $3,603+21.0% | $3,608+20.8% |
| Admin fee / account holder | $163 | $3,980-95.9% | $5,420-97.0% | $5,124-96.8% |