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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 | $10,327 | $36,948-72.1% | $73,658-86.0% | $87,485-88.2% |
| Participation rate | 75.0% | 46.8%+28.2pp | 57.0%+18.0pp | 68.9%+6.1pp |
| Annual return | 24.78% | 28.64%-3.9pp | 29.72%-4.9pp | 26.06%-1.3pp |
| Employer contribution / active EE | $1,002 | $670+49.6% | $1,032-2.9% | $2,596-61.4% |
| Participant deferral / active EE | $1,846 | $1,379+33.8% | $2,062-10.5% | $4,274-56.8% |
| Admin fee / account holder | $39 | $2,531-98.5% | $3,357-98.8% | $7,775-99.5% |