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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 | $13,791 | $46,534-70.4% | $64,097-78.5% | $75,177-81.7% |
| Participation rate | 80.0% | 65.9%+14.1pp | 72.3%+7.7pp | 67.2%+12.8pp |
| Annual return | 18.78% | 26.07%-7.3pp | 33.75%-15.0pp | 160.75%-142.0pp |
| Employer contribution / active EE | $2,406 | $1,976+21.8% | $2,750-12.5% | $2,671-9.9% |
| Participant deferral / active EE | $3,073 | $2,835+8.4% | $3,881-20.8% | $4,126-25.5% |
| Admin fee / account holder | $49 | $2,957-98.4% | $3,070-98.4% | $5,651-99.1% |