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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 | $20,991 | $72,027-70.9% | $185,835-88.7% | $79,852-73.7% |
| Participation rate | 81.5% | 65.8%+15.7pp | 78.0%+3.4pp | 69.6%+11.8pp |
| Annual return | 21.41% | 23.13%-1.7pp | 35.96%-14.5pp | 31.72%-10.3pp |
| Employer contribution / active EE | $1,831 | $1,965-6.8% | $4,087-55.2% | $2,471-25.9% |
| Participant deferral / active EE | $2,972 | $3,780-21.4% | $5,633-47.2% | $3,740-20.5% |
| Admin fee / account holder | $266 | $4,513-94.1% | $9,502-97.2% | $5,306-95.0% |