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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 | $16,457 | $57,140-71.2% | $85,240-80.7% | $80,959-79.7% |
| Participation rate | 81.8% | 56.4%+25.4pp | 67.5%+14.3pp | 67.7%+14.2pp |
| Annual return | 12.76% | 21.71%-8.9pp | 66.75%-54.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $853 | $1,802-52.7% | $2,735-68.8% | $2,757-69.1% |
| Participant deferral / active EE | $1,001 | $3,115-67.9% | $4,527-77.9% | $4,300-76.7% |
| Admin fee / account holder | $87 | $4,992-98.2% | $6,165-98.6% | $6,925-98.7% |