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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 | $14,331 | $87,166-83.6% | $76,735-81.3% | $137,256-89.6% |
| Participation rate | 76.5% | 74.4%+2.1pp | 69.5%+7.0pp | 80.0%-3.5pp |
| Annual return | 18.30% | 26.50%-8.2pp | 29.77%-11.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,087 | $2,904-62.6% | $2,454-55.7% | $4,156-73.8% |
| Participant deferral / active EE | $2,405 | $4,726-49.1% | $4,088-41.2% | $6,407-62.5% |
| Admin fee / account holder | $155 | $8,403-98.2% | $7,189-97.8% | $12,270-98.7% |