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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 | $28,297 | $99,345-71.5% | $84,753-66.6% | $273,972-89.7% |
| Participation rate | 81.3% | 80.7%+0.6pp | 76.6%+4.7pp | 83.0%-1.8pp |
| Annual return | 9.06% | 22.93%-13.9pp | 22.78%-13.7pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,705 | $4,214-59.5% | $3,574-52.3% | $4,869-65.0% |
| Participant deferral / active EE | $3,737 | $4,270-12.5% | $3,712+0.7% | $5,287-29.3% |
| Admin fee / account holder | $65 | $6,645-99.0% | $5,333-98.8% | $10,133-99.4% |