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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 | $18,701 | $124,425-85.0% | $112,040-83.3% | $137,256-86.4% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 22.03% | 24.72%-2.7pp | 24.52%-2.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,247 | $3,411-63.5% | $2,954-57.8% | $4,156-70.0% |
| Participant deferral / active EE | $4,618 | $5,718-19.2% | $5,098-9.4% | $6,407-27.9% |
| Admin fee / account holder | $244 | $15,207-98.4% | $12,098-98.0% | $12,270-98.0% |