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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 | $17,848 | $115,225-84.5% | $100,712-82.3% | $138,895-87.1% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.3%+16.4pp | 79.9%+5.8pp |
| Annual return | 23.01% | 40.35%-17.3pp | 33.27%-10.3pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,049 | $2,771-26.1% | $2,313-11.4% | $4,194-51.2% |
| Participant deferral / active EE | $3,632 | $4,699-22.7% | $4,085-11.1% | $6,396-43.2% |
| Admin fee / account holder | $35 | $10,844-99.7% | $9,256-99.6% | $12,562-99.7% |