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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 | $11,284 | $46,596-75.8% | $64,099-82.4% | $75,181-85.0% |
| Participation rate | 96.0% | 65.9%+30.1pp | 72.3%+23.7pp | 67.2%+28.8pp |
| Annual return | 21.73% | 26.04%-4.3pp | 33.70%-12.0pp | 160.69%-139.0pp |
| Employer contribution / active EE | $979 | $1,975-50.4% | $2,748-64.4% | $2,671-63.3% |
| Participant deferral / active EE | $1,575 | $2,837-44.5% | $3,881-59.4% | $4,126-61.8% |
| Admin fee / account holder | $144 | $2,954-95.1% | $3,070-95.3% | $5,650-97.5% |