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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 | $16,682 | $57,073-70.8% | $85,126-80.4% | $80,925-79.4% |
| Participation rate | 92.1% | 56.4%+35.7pp | 67.5%+24.6pp | 67.7%+24.4pp |
| Annual return | 10.73% | 21.69%-11.0pp | 66.63%-55.9pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,463 | $1,801-18.7% | $2,731-46.4% | $2,756-46.9% |
| Participant deferral / active EE | $2,400 | $3,113-22.9% | $4,523-47.0% | $4,299-44.2% |
| Admin fee / account holder | $183 | $4,988-96.3% | $6,160-97.0% | $6,940-97.4% |