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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 | $13,444 | $102,609-86.9% | $98,090-86.3% | $138,895-90.3% |
| Participation rate | 85.7% | 82.8%+2.9pp | 81.5%+4.2pp | 79.9%+5.8pp |
| Annual return | 14.93% | 36.44%-21.5pp | 37.05%-22.1pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,056 | $3,867-72.7% | $3,606-70.7% | $4,194-74.8% |
| Participant deferral / active EE | $3,703 | $8,167-54.7% | $7,845-52.8% | $6,396-42.1% |
| Admin fee / account holder | $282 | $11,434-97.5% | $11,815-97.6% | $12,562-97.8% |