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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 | $13,290 | $48,118-72.4% | $136,833-90.3% | $94,015-85.9% |
| Participation rate | 97.2% | 47.4%+49.8pp | 59.0%+38.2pp | 70.8%+26.4pp |
| Annual return | 14.73% | 14.65%+0.1pp | 35.32%-20.6pp | 17.84%-3.1pp |
| Employer contribution / active EE | $1,832 | $821+123.2% | $1,319+38.9% | $2,790-34.3% |
| Participant deferral / active EE | $837 | $1,651-49.3% | $2,441-65.7% | $4,249-80.3% |
| Admin fee / account holder | $232 | $3,059-92.4% | $4,706-95.1% | $8,951-97.4% |