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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 | $30,547 | $106,749-71.4% | $145,433-79.0% | $82,448-63.0% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 18.74% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,069 | $3,444-69.0% | $4,554-76.5% | $2,551-58.1% |
| Participant deferral / active EE | $3,956 | $6,519-39.3% | $7,897-49.9% | $4,139-4.4% |
| Admin fee / account holder | $213 | $8,390-97.5% | $13,129-98.4% | $7,234-97.1% |