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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 | $22,299 | $112,729-80.2% | $98,716-77.4% | $137,256-83.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 18.86% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,209 | $2,725-55.7% | $2,279-47.0% | $4,156-70.9% |
| Participant deferral / active EE | $2,176 | $4,640-53.1% | $4,048-46.2% | $6,407-66.0% |
| Admin fee / account holder | $112 | $10,129-98.9% | $8,703-98.7% | $12,270-99.1% |