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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 | $28,006 | $77,492-63.9% | $100,398-72.1% | $80,911-65.4% |
| Participation rate | 87.9% | 76.9%+10.9pp | 81.5%+6.4pp | 67.6%+20.2pp |
| Annual return | 12.81% | 37.23%-24.4pp | 49.32%-36.5pp | 35.63%-22.8pp |
| Employer contribution / active EE | $1,519 | $2,800-45.7% | $3,946-61.5% | $2,756-44.9% |
| Participant deferral / active EE | $5,537 | $6,817-18.8% | $8,084-31.5% | $4,297+28.9% |
| Admin fee / account holder | $280 | $5,892-95.2% | $7,893-96.4% | $6,935-96.0% |