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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 | $99,053-90.6% | $88,179-89.4% | $138,895-93.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 17.30% | 78.17%-60.9pp | 64.97%-47.7pp | 145.39%-128.1pp |
| Employer contribution / active EE | $971 | $2,882-66.3% | $2,549-61.9% | $4,194-76.8% |
| Participant deferral / active EE | $1,856 | $5,225-64.5% | $4,614-59.8% | $6,396-71.0% |
| Admin fee / account holder | $121 | $8,748-98.6% | $7,673-98.4% | $12,562-99.0% |