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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 | $19,420 | $58,099-66.6% | $76,872-74.7% | $75,173-74.2% |
| Participation rate | 76.7% | 63.9%+12.9pp | 69.6%+7.2pp | 67.2%+9.5pp |
| Annual return | 17.78% | 26.71%-8.9pp | 37.90%-20.1pp | 160.72%-142.9pp |
| Employer contribution / active EE | $1,571 | $1,996-21.3% | $2,533-38.0% | $2,671-41.2% |
| Participant deferral / active EE | $2,448 | $2,999-18.4% | $3,832-36.1% | $4,126-40.7% |
| Admin fee / account holder | $218 | $4,778-95.4% | $5,476-96.0% | $5,651-96.1% |