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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 | $3,529 | $25,014-85.9% | $69,632-94.9% | $80,959-95.6% |
| Participation rate | 77.3% | 64.2%+13.1pp | 66.4%+10.9pp | 67.7%+9.6pp |
| Annual return | 17.65% | 19.08%-1.4pp | 101.32%-83.7pp | 35.67%-18.0pp |
| Employer contribution / active EE | $861 | $991-13.1% | $1,708-49.6% | $2,757-68.8% |
| Participant deferral / active EE | $1,718 | $1,840-6.6% | $2,889-40.5% | $4,300-60.1% |
| Admin fee / account holder | $155 | $2,491-93.8% | $4,695-96.7% | $6,925-97.8% |