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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 | $27,637 | $73,978-62.6% | $96,515-71.4% | $75,173-63.2% |
| Participation rate | 83.9% | 66.4%+17.4pp | 74.3%+9.5pp | 67.2%+16.7pp |
| Annual return | 17.22% | 26.72%-9.5pp | 35.73%-18.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $1,452 | $2,931-50.5% | $3,740-61.2% | $2,671-45.6% |
| Participant deferral / active EE | $2,617 | $3,660-28.5% | $4,880-46.4% | $4,126-36.6% |
| Admin fee / account holder | $300 | $5,219-94.3% | $6,735-95.5% | $5,651-94.7% |