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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 | $74,535+38.4% | $100,712+2.4% | $82,637+24.9% |
| Participation rate | 92.3% | 61.2%+31.1pp | 69.3%+23.0pp | 68.1%+24.3pp |
| Annual return | 13.98% | 18.92%-4.9pp | 33.27%-19.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $527 | $1,503-65.0% | $2,313-77.2% | $2,552-79.4% |
| Participant deferral / active EE | $2,415 | $3,074-21.4% | $4,085-40.9% | $4,126-41.5% |
| Admin fee / account holder | $165 | $6,576-97.5% | $9,256-98.2% | $7,339-97.7% |