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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 | $25,118 | $96,558-74.0% | $80,977-69.0% | $273,972-90.8% |
| Participation rate | 76.9% | 79.1%-2.2pp | 75.8%+1.1pp | 83.0%-6.1pp |
| Annual return | 9.89% | 15.14%-5.3pp | 17.11%-7.2pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,378 | $4,869-71.7% | $3,715-62.9% | $4,869-71.7% |
| Participant deferral / active EE | $2,731 | $6,598-58.6% | $5,696-52.1% | $5,287-48.4% |
| Admin fee / account holder | $9 | $7,493-99.9% | $5,517-99.8% | $10,133-99.9% |