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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 | $15,914 | $78,690-79.8% | $161,489-90.1% | $87,485-81.8% |
| Participation rate | 70.4% | 67.5%+2.9pp | 78.7%-8.3pp | 68.9%+1.4pp |
| Annual return | 22.60% | 32.74%-10.1pp | 89.72%-67.1pp | 26.06%-3.5pp |
| Employer contribution / active EE | $671 | $2,588-74.1% | $4,268-84.3% | $2,596-74.2% |
| Participant deferral / active EE | $2,635 | $3,311-20.4% | $5,630-53.2% | $4,274-38.3% |
| Admin fee / account holder | $19 | $6,724-99.7% | $16,006-99.9% | $7,775-99.8% |