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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 | $17,209 | $57,140-69.9% | $85,240-79.8% | $80,959-78.7% |
| Participation rate | 74.3% | 56.4%+17.9pp | 67.5%+6.8pp | 67.7%+6.6pp |
| Annual return | 14.64% | 21.71%-7.1pp | 66.75%-52.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,369 | $1,802-24.0% | $2,735-50.0% | $2,757-50.4% |
| Participant deferral / active EE | $1,910 | $3,115-38.7% | $4,527-57.8% | $4,300-55.6% |
| Admin fee / account holder | $163 | $4,992-96.7% | $6,165-97.3% | $6,925-97.6% |