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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 | $10,319 | $32,037-67.8% | $69,182-85.1% | $62,881-83.6% |
| Participation rate | 92.3% | 43.4%+48.9pp | 55.1%+37.2pp | 69.3%+23.0pp |
| Annual return | 9.47% | 15.16%-5.7pp | -21.93%+31.4pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,243 | $679+377.5% | $1,206+168.8% | $2,281+42.2% |
| Participant deferral / active EE | $2,128 | $1,185+79.5% | $1,897+12.2% | $3,203-33.6% |
| Admin fee / account holder | $124 | $2,608-95.2% | $2,697-95.4% | $4,296-97.1% |