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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 | $9,540 | $57,590-83.4% | $86,233-88.9% | $82,448-88.4% |
| Participation rate | 86.2% | 57.9%+28.3pp | 69.0%+17.2pp | 68.1%+18.1pp |
| Annual return | 25.70% | 22.41%+3.3pp | 61.39%-35.7pp | 41.64%-15.9pp |
| Employer contribution / active EE | $1,466 | $1,655-11.4% | $2,504-41.5% | $2,551-42.5% |
| Participant deferral / active EE | $2,014 | $3,080-34.6% | $4,559-55.8% | $4,139-51.3% |
| Admin fee / account holder | $179 | $4,730-96.2% | $8,342-97.8% | $7,234-97.5% |