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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 | $9,322 | $107,809-91.4% | $97,032-90.4% | $155,188-94.0% |
| Participation rate | 85.7% | 75.5%+10.2pp | 71.6%+14.1pp | 80.8%+4.9pp |
| Annual return | 17.30% | 38.06%-20.8pp | 35.38%-18.1pp | 148.84%-131.5pp |
| Employer contribution / active EE | $971 | $2,911-66.6% | $2,629-63.1% | $4,248-77.1% |
| Participant deferral / active EE | $1,856 | $5,129-63.8% | $4,672-60.3% | $6,531-71.6% |
| Admin fee / account holder | $121 | $10,717-98.9% | $9,418-98.7% | $14,480-99.2% |