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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 | $22,865 | $43,338-47.2% | $59,887-61.8% | $64,173-64.4% |
| Participation rate | 74.5% | 69.2%+5.4pp | 74.7%-0.2pp | 69.6%+5.0pp |
| Annual return | 24.66% | -1.55%+26.2pp | 3.46%+21.2pp | 7.63%+17.0pp |
| Employer contribution / active EE | $973 | $2,030-52.1% | $2,722-64.3% | $2,381-59.1% |
| Participant deferral / active EE | $1,058 | $2,547-58.4% | $3,402-68.9% | $3,470-69.5% |
| Admin fee / account holder | $188 | $3,007-93.7% | $3,591-94.8% | $4,887-96.1% |