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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 | $25,265 | $58,493-56.8% | $84,023-69.9% | $72,976-65.4% |
| Participation rate | 98.5% | 61.2%+37.3pp | 69.0%+29.5pp | 69.5%+29.0pp |
| Annual return | 21.81% | 28.93%-7.1pp | 71.32%-49.5pp | 81.02%-59.2pp |
| Employer contribution / active EE | $458 | $1,163-60.6% | $1,984-76.9% | $2,440-81.2% |
| Participant deferral / active EE | $1,992 | $2,394-16.8% | $3,239-38.5% | $3,608-44.8% |
| Admin fee / account holder | $156 | $4,569-96.6% | $6,102-97.4% | $5,124-96.9% |