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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 | $26,691 | $47,848-44.2% | $81,473-67.2% | $70,126-61.9% |
| Participation rate | 96.0% | 58.3%+37.7pp | 68.0%+28.0pp | 69.5%+26.5pp |
| Annual return | 17.32% | 27.25%-9.9pp | 38.78%-21.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,566 | $1,527+2.5% | $2,568-39.0% | $2,343-33.2% |
| Participant deferral / active EE | $2,571 | $2,453+4.8% | $3,537-27.3% | $3,332-22.8% |
| Admin fee / account holder | $63 | $3,145-98.0% | $4,561-98.6% | $4,645-98.7% |