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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 | $18,487 | $99,345-81.4% | $84,753-78.2% | $273,972-93.3% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 8.54% | 22.93%-14.4pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,173 | $4,214-48.4% | $3,574-39.2% | $4,869-55.4% |
| Participant deferral / active EE | $3,843 | $4,270-10.0% | $3,712+3.5% | $5,287-27.3% |
| Admin fee / account holder | $82 | $6,645-98.8% | $5,333-98.5% | $10,133-99.2% |