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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 | $57,061-69.8% | $85,063-79.8% | $80,911-78.7% |
| Participation rate | 74.3% | 56.3%+17.9pp | 67.5%+6.8pp | 67.6%+6.6pp |
| Annual return | 14.64% | 21.66%-7.0pp | 66.54%-51.9pp | 35.63%-21.0pp |
| Employer contribution / active EE | $1,369 | $1,799-23.9% | $2,727-49.8% | $2,756-50.3% |
| Participant deferral / active EE | $1,910 | $3,110-38.6% | $4,523-57.8% | $4,297-55.5% |
| Admin fee / account holder | $163 | $4,986-96.7% | $6,155-97.3% | $6,935-97.6% |