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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 | $27,067 | $39,132-30.8% | $57,196-52.7% | $62,881-57.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.24% | 9.24%-3.0pp | 14.59%-8.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,556 | $1,874-17.0% | $2,683-42.0% | $2,281-31.8% |
| Participant deferral / active EE | $1,962 | $2,374-17.4% | $3,096-36.6% | $3,203-38.7% |
| Admin fee / account holder | $287 | $2,594-88.9% | $3,141-90.9% | $4,296-93.3% |