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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 | $29,341 | $99,345-70.5% | $84,753-65.4% | $273,972-89.3% |
| Participation rate | 81.3% | 80.7%+0.6pp | 76.6%+4.7pp | 83.0%-1.8pp |
| Annual return | 8.04% | 22.93%-14.9pp | 22.78%-14.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,202 | $4,214-71.5% | $3,574-66.4% | $4,869-75.3% |
| Participant deferral / active EE | $2,559 | $4,270-40.1% | $3,712-31.1% | $5,287-51.6% |
| Admin fee / account holder | $23 | $6,645-99.7% | $5,333-99.6% | $10,133-99.8% |