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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 | $8,843 | $51,222-82.7% | $70,544-87.5% | $75,173-88.2% |
| Participation rate | 88.1% | 61.0%+27.1pp | 68.4%+19.7pp | 67.2%+20.9pp |
| Annual return | 27.21% | 30.06%-2.8pp | 32.79%-5.6pp | 160.72%-133.5pp |
| Employer contribution / active EE | $1,520 | $1,827-16.8% | $2,976-48.9% | $2,671-43.1% |
| Participant deferral / active EE | $2,517 | $2,850-11.7% | $4,568-44.9% | $4,126-39.0% |
| Admin fee / account holder | $219 | $4,096-94.7% | $6,427-96.6% | $5,651-96.1% |