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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 | $3,434 | $25,014-86.3% | $69,632-95.1% | $80,959-95.8% |
| Participation rate | 83.0% | 64.2%+18.8pp | 66.4%+16.6pp | 67.7%+15.3pp |
| Annual return | 16.10% | 19.08%-3.0pp | 101.32%-85.2pp | 35.67%-19.6pp |
| Employer contribution / active EE | $899 | $991-9.4% | $1,708-47.4% | $2,757-67.4% |
| Participant deferral / active EE | $2,445 | $1,840+32.9% | $2,889-15.4% | $4,300-43.1% |
| Admin fee / account holder | $224 | $2,491-91.0% | $4,695-95.2% | $6,925-96.8% |