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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 | $103,173 | $73,787+39.8% | $98,716+4.5% | $82,448+25.1% |
| Participation rate | 92.3% | 61.4%+30.9pp | 69.3%+23.0pp | 68.1%+24.2pp |
| Annual return | 13.98% | 18.57%-4.6pp | 31.81%-17.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $527 | $1,511-65.2% | $2,279-76.9% | $2,551-79.4% |
| Participant deferral / active EE | $2,415 | $3,081-21.6% | $4,048-40.3% | $4,139-41.7% |
| Admin fee / account holder | $165 | $6,500-97.5% | $8,703-98.1% | $7,234-97.7% |