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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 | $16,485 | $50,972-67.7% | $88,632-81.4% | $72,976-77.4% |
| Participation rate | 76.2% | 63.4%+12.8pp | 68.8%+7.4pp | 69.5%+6.7pp |
| Annual return | 24.10% | 29.62%-5.5pp | 43.75%-19.7pp | 81.02%-56.9pp |
| Employer contribution / active EE | $1,380 | $1,475-6.4% | $2,101-34.3% | $2,440-43.5% |
| Participant deferral / active EE | $2,360 | $2,230+5.8% | $2,917-19.1% | $3,608-34.6% |
| Admin fee / account holder | $255 | $3,230-92.1% | $4,308-94.1% | $5,124-95.0% |