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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 | $28,462 | $57,140-50.2% | $85,240-66.6% | $80,959-64.8% |
| Participation rate | 97.1% | 56.4%+40.6pp | 67.5%+29.5pp | 67.7%+29.4pp |
| Annual return | 18.35% | 21.71%-3.4pp | 66.75%-48.4pp | 35.67%-17.3pp |
| Employer contribution / active EE | $709 | $1,802-60.7% | $2,735-74.1% | $2,757-74.3% |
| Participant deferral / active EE | $2,170 | $3,115-30.3% | $4,527-52.1% | $4,300-49.5% |
| Admin fee / account holder | $137 | $4,992-97.3% | $6,165-97.8% | $6,925-98.0% |