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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 | $23,461 | $63,082-62.8% | $81,716-71.3% | $79,852-70.6% |
| Participation rate | 96.1% | 67.5%+28.5pp | 72.0%+24.1pp | 69.6%+26.4pp |
| Annual return | 16.58% | 22.66%-6.1pp | 29.49%-12.9pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,094 | $1,795-39.0% | $4,310-74.6% | $2,471-55.7% |
| Participant deferral / active EE | $1,685 | $2,780-39.4% | $7,108-76.3% | $3,740-55.0% |
| Admin fee / account holder | $260 | $4,428-94.1% | $5,159-95.0% | $5,306-95.1% |