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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 | $23,114 | $93,064-75.2% | $74,577-69.0% | $273,972-91.6% |
| Participation rate | 90.0% | 74.9%+15.1pp | 68.1%+21.9pp | 83.0%+7.0pp |
| Annual return | 2.93% | 26.18%-23.2pp | 20.47%-17.5pp | 41.46%-38.5pp |
| Employer contribution / active EE | $867 | $3,160-72.6% | $2,525-65.7% | $4,869-82.2% |
| Participant deferral / active EE | $1,713 | $4,160-58.8% | $3,458-50.5% | $5,287-67.6% |
| Admin fee / account holder | $104 | $5,273-98.0% | $4,138-97.5% | $10,133-99.0% |