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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 | $19,522 | $115,225-83.1% | $100,712-80.6% | $138,895-85.9% |
| Participation rate | 88.9% | 74.3%+14.6pp | 69.3%+19.6pp | 79.9%+9.0pp |
| Annual return | 12.49% | 40.35%-27.9pp | 33.27%-20.8pp | 145.39%-132.9pp |
| Employer contribution / active EE | $2,778 | $2,771+0.2% | $2,313+20.1% | $4,194-33.8% |
| Participant deferral / active EE | $1,762 | $4,699-62.5% | $4,085-56.9% | $6,396-72.5% |
| Admin fee / account holder | $82 | $10,844-99.2% | $9,256-99.1% | $12,562-99.3% |