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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 | $10,579 | $87,166-87.9% | $76,735-86.2% | $137,256-92.3% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 27.85% | 26.50%+1.4pp | 29.77%-1.9pp | 220.34%-192.5pp |
| Employer contribution / active EE | $1,060 | $2,904-63.5% | $2,454-56.8% | $4,156-74.5% |
| Participant deferral / active EE | $2,656 | $4,726-43.8% | $4,088-35.0% | $6,407-58.5% |
| Admin fee / account holder | $39 | $8,403-99.5% | $7,189-99.5% | $12,270-99.7% |