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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 | $11,995 | $76,407-84.3% | $150,298-92.0% | $82,448-85.5% |
| Participation rate | 82.8% | 66.4%+16.4pp | 77.8%+5.0pp | 68.1%+14.7pp |
| Annual return | 17.95% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,586 | $2,614-1.1% | $4,154-37.7% | $2,551+1.4% |
| Participant deferral / active EE | $1,095 | $3,214-65.9% | $5,453-79.9% | $4,139-73.6% |
| Admin fee / account holder | $148 | $6,352-97.7% | $14,116-99.0% | $7,234-98.0% |