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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 | $26,435 | $81,358-67.5% | $155,556-83.0% | $80,959-67.3% |
| Participation rate | 92.1% | 66.3%+25.8pp | 78.2%+13.9pp | 67.7%+24.4pp |
| Annual return | 12.45% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,336 | $3,106-57.0% | $4,675-71.4% | $2,757-51.6% |
| Participant deferral / active EE | $1,154 | $3,455-66.6% | $5,631-79.5% | $4,300-73.2% |
| Admin fee / account holder | $285 | $7,994-96.4% | $15,885-98.2% | $6,925-95.9% |