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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 | $12,390 | $107,809-88.5% | $97,032-87.2% | $155,188-92.0% |
| Participation rate | 84.6% | 75.5%+9.1pp | 71.6%+13.0pp | 80.8%+3.8pp |
| Annual return | 12.79% | 38.06%-25.3pp | 35.38%-22.6pp | 148.84%-136.0pp |
| Employer contribution / active EE | $1,601 | $2,911-45.0% | $2,629-39.1% | $4,248-62.3% |
| Participant deferral / active EE | $3,791 | $5,129-26.1% | $4,672-18.9% | $6,531-42.0% |
| Admin fee / account holder | $288 | $10,717-97.3% | $9,418-96.9% | $14,480-98.0% |