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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 | $25,409 | $52,580-51.7% | $71,671-64.5% | $70,126-63.8% |
| Participation rate | 97.1% | 60.9%+36.3pp | 68.7%+28.4pp | 69.5%+27.6pp |
| Annual return | 18.61% | 20.25%-1.6pp | 20.65%-2.0pp | 73.15%-54.5pp |
| Employer contribution / active EE | $571 | $1,616-64.6% | $2,460-76.8% | $2,343-75.6% |
| Participant deferral / active EE | $1,544 | $2,386-35.3% | $3,438-55.1% | $3,332-53.7% |
| Admin fee / account holder | $268 | $3,653-92.7% | $5,558-95.2% | $4,645-94.2% |