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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 | $18,618 | $60,444-69.2% | $68,948-73.0% | $82,448-77.4% |
| Participation rate | 79.3% | 73.6%+5.7pp | 79.2%+0.2pp | 68.1%+11.2pp |
| Annual return | 32.76% | 15.42%+17.3pp | 28.39%+4.4pp | 41.64%-8.9pp |
| Employer contribution / active EE | $1,210 | $3,449-64.9% | $4,165-70.9% | $2,551-52.6% |
| Participant deferral / active EE | $4,486 | $3,658+22.6% | $6,186-27.5% | $4,139+8.4% |
| Admin fee / account holder | $90 | $6,421-98.6% | $7,539-98.8% | $7,234-98.8% |