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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 | $15,194 | $52,306-71.0% | $69,779-78.2% | $62,881-75.8% |
| Participation rate | 83.9% | 67.2%+16.6pp | 71.8%+12.0pp | 69.3%+14.6pp |
| Annual return | 11.31% | 13.35%-2.0pp | 12.99%-1.7pp | 20.14%-8.8pp |
| Employer contribution / active EE | $733 | $1,799-59.3% | $2,338-68.7% | $2,281-67.9% |
| Participant deferral / active EE | $2,231 | $2,395-6.9% | $2,931-23.9% | $3,203-30.4% |
| Admin fee / account holder | $166 | $3,691-95.5% | $4,381-96.2% | $4,296-96.1% |