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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 | $25,063 | $41,377-39.4% | $109,313-77.1% | $62,881-60.1% |
| Participation rate | 96.7% | 57.5%+39.2pp | 71.3%+25.5pp | 69.3%+27.4pp |
| Annual return | 7.09% | 11.05%-4.0pp | 22.07%-15.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $410 | $1,276-67.9% | $3,892-89.5% | $2,281-82.0% |
| Participant deferral / active EE | $1,333 | $2,045-34.8% | $3,166-57.9% | $3,203-58.4% |
| Admin fee / account holder | $71 | $2,884-97.6% | $5,666-98.8% | $4,296-98.4% |