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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 | $26,939 | $53,774-49.9% | $134,162-79.9% | $79,856-66.3% |
| Participation rate | 89.1% | 58.8%+30.3pp | 72.2%+16.9pp | 69.6%+19.5pp |
| Annual return | 19.14% | 19.01%+0.1pp | 36.35%-17.2pp | 31.71%-12.6pp |
| Employer contribution / active EE | $854 | $1,322-35.4% | $3,705-77.0% | $2,471-65.4% |
| Participant deferral / active EE | $2,126 | $2,420-12.2% | $3,500-39.3% | $3,741-43.2% |
| Admin fee / account holder | $57 | $3,985-98.6% | $6,685-99.1% | $5,306-98.9% |