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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 | $21,527 | $81,262-73.5% | $155,602-86.2% | $80,911-73.4% |
| Participation rate | 88.2% | 66.2%+22.0pp | 78.2%+10.0pp | 67.6%+20.6pp |
| Annual return | 13.40% | 33.34%-19.9pp | 64.81%-51.4pp | 35.63%-22.2pp |
| Employer contribution / active EE | $1,079 | $3,102-65.2% | $4,675-76.9% | $2,756-60.8% |
| Participant deferral / active EE | $1,841 | $3,451-46.7% | $5,629-67.3% | $4,297-57.2% |
| Admin fee / account holder | $272 | $7,992-96.6% | $15,923-98.3% | $6,935-96.1% |