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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 | $9,473 | $57,073-83.4% | $85,126-88.9% | $80,925-88.3% |
| Participation rate | 87.5% | 56.4%+31.1pp | 67.5%+20.0pp | 67.7%+19.8pp |
| Annual return | 11.93% | 21.69%-9.8pp | 66.63%-54.7pp | 35.65%-23.7pp |
| Employer contribution / active EE | $584 | $1,801-67.6% | $2,731-78.6% | $2,756-78.8% |
| Participant deferral / active EE | $1,794 | $3,113-42.4% | $4,523-60.3% | $4,299-58.3% |
| Admin fee / account holder | $60 | $4,988-98.8% | $6,160-99.0% | $6,940-99.1% |