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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 | $24,162 | $88,707-72.8% | $74,184-67.4% | $273,972-91.2% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 7.94% | 11.94%-4.0pp | 17.74%-9.8pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,771 | $3,159-43.9% | $2,370-25.3% | $4,869-63.6% |
| Participant deferral / active EE | $3,112 | $4,212-26.1% | $3,550-12.3% | $5,287-41.1% |
| Admin fee / account holder | $165 | $8,717-98.1% | $5,586-97.0% | $10,133-98.4% |