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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 | $57,140-83.4% | $85,240-88.9% | $80,959-88.3% |
| Participation rate | 87.5% | 56.4%+31.1pp | 67.5%+20.0pp | 67.7%+19.8pp |
| Annual return | 11.93% | 21.71%-9.8pp | 66.75%-54.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $584 | $1,802-67.6% | $2,735-78.7% | $2,757-78.8% |
| Participant deferral / active EE | $1,794 | $3,115-42.4% | $4,527-60.4% | $4,300-58.3% |
| Admin fee / account holder | $60 | $4,992-98.8% | $6,165-99.0% | $6,925-99.1% |