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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 | $28,076 | $88,996-68.5% | $78,004-64.0% | $138,895-79.8% |
| Participation rate | 94.1% | 74.4%+19.8pp | 69.4%+24.7pp | 79.9%+14.2pp |
| Annual return | 16.05% | 28.03%-12.0pp | 31.07%-15.0pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,579 | $2,917-45.9% | $2,469-36.0% | $4,194-62.3% |
| Participant deferral / active EE | $5,315 | $4,724+12.5% | $4,092+29.9% | $6,396-16.9% |
| Admin fee / account holder | -$157 | $8,807-101.8% | $7,578-102.1% | $12,562-101.2% |