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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 | $27,724 | $57,061-51.4% | $85,063-67.4% | $80,911-65.7% |
| Participation rate | 79.3% | 56.3%+23.0pp | 67.5%+11.8pp | 67.6%+11.7pp |
| Annual return | 16.71% | 21.66%-5.0pp | 66.54%-49.8pp | 35.63%-18.9pp |
| Employer contribution / active EE | $1,093 | $1,799-39.2% | $2,727-59.9% | $2,756-60.3% |
| Participant deferral / active EE | $4,011 | $3,110+29.0% | $4,523-11.3% | $4,297-6.7% |
| Admin fee / account holder | $131 | $4,986-97.4% | $6,155-97.9% | $6,935-98.1% |