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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 | $11,665 | $81,358-85.7% | $155,556-92.5% | $80,959-85.6% |
| Participation rate | 91.2% | 66.3%+24.9pp | 78.2%+13.0pp | 67.7%+23.5pp |
| Annual return | 17.80% | 33.39%-15.6pp | 64.84%-47.0pp | 35.67%-17.9pp |
| Employer contribution / active EE | $1,955 | $3,106-37.1% | $4,675-58.2% | $2,757-29.1% |
| Participant deferral / active EE | $3,036 | $3,455-12.1% | $5,631-46.1% | $4,300-29.4% |
| Admin fee / account holder | $109 | $7,994-98.6% | $15,885-99.3% | $6,925-98.4% |