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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 | $22,319 | $49,239-54.7% | $70,462-68.3% | $79,858-72.1% |
| Participation rate | 88.0% | 69.2%+18.8pp | 75.1%+12.9pp | 69.6%+18.4pp |
| Annual return | 17.63% | 30.08%-12.4pp | 109.08%-91.4pp | 31.72%-14.1pp |
| Employer contribution / active EE | $987 | $2,100-53.0% | $2,737-63.9% | $2,471-60.0% |
| Participant deferral / active EE | $4,862 | $2,769+75.6% | $3,710+31.1% | $3,740+30.0% |
| Admin fee / account holder | $89 | $2,876-96.9% | $3,845-97.7% | $5,306-98.3% |