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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 | $27,735 | $88,707-68.7% | $74,184-62.6% | $273,972-89.9% |
| Participation rate | 91.3% | 79.4%+11.9pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 3.34% | 11.94%-8.6pp | 17.74%-14.4pp | 41.46%-38.1pp |
| Employer contribution / active EE | $1,225 | $3,159-61.2% | $2,370-48.3% | $4,869-74.8% |
| Participant deferral / active EE | $1,231 | $4,212-70.8% | $3,550-65.3% | $5,287-76.7% |
| Admin fee / account holder | $57 | $8,717-99.3% | $5,586-99.0% | $10,133-99.4% |