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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 | $7,928 | $36,948-78.5% | $73,658-89.2% | $87,485-90.9% |
| Participation rate | 70.2% | 46.8%+23.4pp | 57.0%+13.1pp | 68.9%+1.2pp |
| Annual return | 16.90% | 28.64%-11.7pp | 29.72%-12.8pp | 26.06%-9.2pp |
| Employer contribution / active EE | $632 | $670-5.7% | $1,032-38.8% | $2,596-75.7% |
| Participant deferral / active EE | $869 | $1,379-37.0% | $2,062-57.8% | $4,274-79.7% |
| Admin fee / account holder | $221 | $2,531-91.3% | $3,357-93.4% | $7,775-97.2% |