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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 | $27,409 | $87,166-68.6% | $76,735-64.3% | $137,256-80.0% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 19.70% | 26.50%-6.8pp | 29.77%-10.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,009 | $2,904-65.3% | $2,454-58.9% | $4,156-75.7% |
| Participant deferral / active EE | $2,408 | $4,726-49.0% | $4,088-41.1% | $6,407-62.4% |
| Admin fee / account holder | $23 | $8,403-99.7% | $7,189-99.7% | $12,270-99.8% |