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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 | $57,073-71.2% | $85,126-80.7% | $80,925-79.7% |
| Participation rate | 81.8% | 56.4%+25.4pp | 67.5%+14.3pp | 67.7%+14.2pp |
| Annual return | 12.76% | 21.69%-8.9pp | 66.63%-53.9pp | 35.65%-22.9pp |
| Employer contribution / active EE | $853 | $1,801-52.6% | $2,731-68.8% | $2,756-69.0% |
| Participant deferral / active EE | $1,001 | $3,113-67.8% | $4,523-77.9% | $4,299-76.7% |
| Admin fee / account holder | $87 | $4,988-98.2% | $6,160-98.6% | $6,940-98.7% |