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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 | $81,331-73.5% | $155,534-86.2% | $80,935-73.4% |
| Participation rate | 88.2% | 66.3%+22.0pp | 78.2%+10.0pp | 67.7%+20.6pp |
| Annual return | 13.40% | 33.37%-20.0pp | 64.92%-51.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,079 | $3,105-65.2% | $4,675-76.9% | $2,757-60.8% |
| Participant deferral / active EE | $1,841 | $3,454-46.7% | $5,630-67.3% | $4,299-57.2% |
| Admin fee / account holder | $272 | $7,999-96.6% | $15,900-98.3% | $6,924-96.1% |