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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 | $20,788 | $37,446-44.5% | $77,552-73.2% | $79,856-74.0% |
| Participation rate | 75.0% | 41.5%+33.5pp | 54.2%+20.8pp | 69.6%+5.4pp |
| Annual return | 20.02% | 39.76%-19.7pp | 54.82%-34.8pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,102 | $637+72.9% | $987+11.6% | $2,471-55.4% |
| Participant deferral / active EE | $2,157 | $1,261+71.1% | $1,861+15.9% | $3,741-42.3% |
| Admin fee / account holder | $218 | $2,506-91.3% | $2,859-92.4% | $5,306-95.9% |