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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 | $10,690 | $57,140-81.3% | $85,240-87.5% | $80,959-86.8% |
| Participation rate | 75.7% | 56.4%+19.3pp | 67.5%+8.1pp | 67.7%+8.0pp |
| Annual return | 13.96% | 21.71%-7.8pp | 66.75%-52.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,233 | $3,115+3.8% | $4,527-28.6% | $4,300-24.8% |
| Admin fee / account holder | $272 | $4,992-94.5% | $6,165-95.6% | $6,925-96.1% |