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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 | $24,730 | $32,037-22.8% | $69,182-64.3% | $62,881-60.7% |
| Participation rate | 98.6% | 43.4%+55.2pp | 55.1%+43.5pp | 69.3%+29.3pp |
| Annual return | 8.30% | 15.16%-6.9pp | -21.93%+30.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,127 | $679+65.9% | $1,206-6.6% | $2,281-50.6% |
| Participant deferral / active EE | $1,415 | $1,185+19.3% | $1,897-25.4% | $3,203-55.8% |
| Admin fee / account holder | $78 | $2,608-97.0% | $2,697-97.1% | $4,296-98.2% |