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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 | $27,265 | $124,980-78.2% | $108,359-74.8% | $154,746-82.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 20.33% | 45.00%-24.7pp | 36.89%-16.6pp | 172.34%-152.0pp |
| Employer contribution / active EE | $2,016 | $2,851-29.3% | $2,399-16.0% | $4,379-54.0% |
| Participant deferral / active EE | $4,646 | $4,743-2.1% | $4,137+12.3% | $6,730-31.0% |
| Admin fee / account holder | $262 | $11,502-97.7% | $9,741-97.3% | $14,365-98.2% |