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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 | $27,672 | $136,860-79.8% | $120,344-77.0% | $154,746-82.1% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 17.98% | 21.38%-3.4pp | 20.30%-2.3pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,133 | $3,533-67.9% | $3,020-62.5% | $4,379-74.1% |
| Participant deferral / active EE | $3,903 | $5,793-32.6% | $5,135-24.0% | $6,730-42.0% |
| Admin fee / account holder | $199 | $15,393-98.7% | $12,742-98.4% | $14,365-98.6% |