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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 | $15,522 | $45,043-65.5% | $63,005-75.4% | $70,124-77.9% |
| Participation rate | 84.6% | 69.5%+15.1pp | 74.8%+9.8pp | 69.5%+15.1pp |
| Annual return | 14.51% | 18.76%-4.2pp | 87.59%-73.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,035 | $2,052-49.6% | $2,760-62.5% | $2,342-55.8% |
| Participant deferral / active EE | $1,656 | $2,466-32.9% | $3,329-50.3% | $3,332-50.3% |
| Admin fee / account holder | $50 | $2,833-98.2% | $3,599-98.6% | $4,645-98.9% |