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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 | $12,165 | $45,082-73.0% | $69,464-82.5% | $72,975-83.3% |
| Participation rate | 72.3% | 68.5%+3.8pp | 74.6%-2.3pp | 69.5%+2.9pp |
| Annual return | 28.52% | 22.66%+5.9pp | 28.98%-0.5pp | 81.01%-52.5pp |
| Employer contribution / active EE | $905 | $2,055-56.0% | $2,779-67.4% | $2,440-62.9% |
| Participant deferral / active EE | $1,773 | $2,604-31.9% | $3,536-49.9% | $3,608-50.9% |
| Admin fee / account holder | $197 | $3,057-93.6% | $3,840-94.9% | $5,124-96.2% |