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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 | $9,789 | $81,358-88.0% | $155,556-93.7% | $80,959-87.9% |
| Participation rate | 71.9% | 66.3%+5.6pp | 78.2%-6.3pp | 67.7%+4.2pp |
| Annual return | 14.63% | 33.39%-18.8pp | 64.84%-50.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,344 | $3,106-24.6% | $4,675-49.9% | $2,757-15.0% |
| Participant deferral / active EE | $1,030 | $3,455-70.2% | $5,631-81.7% | $4,300-76.1% |
| Admin fee / account holder | $173 | $7,994-97.8% | $15,885-98.9% | $6,925-97.5% |