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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 | $25,205 | $96,558-73.9% | $80,977-68.9% | $273,972-90.8% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 10.91% | 15.14%-4.2pp | 17.11%-6.2pp | 41.46%-30.5pp |
| Employer contribution / active EE | $2,411 | $4,869-50.5% | $3,715-35.1% | $4,869-50.5% |
| Participant deferral / active EE | $4,997 | $6,598-24.3% | $5,696-12.3% | $5,287-5.5% |
| Admin fee / account holder | $15 | $7,493-99.8% | $5,517-99.7% | $10,133-99.9% |