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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 | $12,788 | $107,809-88.1% | $97,032-86.8% | $155,188-91.8% |
| Participation rate | 77.8% | 75.5%+2.3pp | 71.6%+6.2pp | 80.8%-3.0pp |
| Annual return | 12.60% | 38.06%-25.5pp | 35.38%-22.8pp | 148.84%-136.2pp |
| Employer contribution / active EE | $1,385 | $2,911-52.4% | $2,629-47.3% | $4,248-67.4% |
| Participant deferral / active EE | $2,620 | $5,129-48.9% | $4,672-43.9% | $6,531-59.9% |
| Admin fee / account holder | $206 | $10,717-98.1% | $9,418-97.8% | $14,480-98.6% |