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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 | $18,650 | $78,015-76.1% | $178,505-89.6% | $80,959-77.0% |
| Participation rate | 85.7% | 65.7%+20.0pp | 77.1%+8.6pp | 67.7%+18.0pp |
| Annual return | 13.05% | 18.10%-5.0pp | 27.16%-14.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,379 | $2,281+4.3% | $3,955-39.8% | $2,757-13.7% |
| Participant deferral / active EE | $2,963 | $4,406-32.8% | $6,280-52.8% | $4,300-31.1% |
| Admin fee / account holder | $195 | $7,160-97.3% | $10,428-98.1% | $6,925-97.2% |