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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 | $7,726 | $75,541-89.8% | $152,093-94.9% | $82,637-90.7% |
| Participation rate | 92.3% | 66.5%+25.8pp | 77.8%+14.5pp | 68.1%+24.3pp |
| Annual return | 20.85% | 32.56%-11.7pp | 66.36%-45.5pp | 53.51%-32.7pp |
| Employer contribution / active EE | $1,650 | $2,622-37.1% | $4,175-60.5% | $2,552-35.4% |
| Participant deferral / active EE | $2,412 | $3,206-24.8% | $5,451-55.8% | $4,126-41.6% |
| Admin fee / account holder | $158 | $6,405-97.5% | $14,497-98.9% | $7,339-97.8% |