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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 | $17,414 | $48,076-63.8% | $78,693-77.9% | $62,891-72.3% |
| Participation rate | 82.4% | 65.2%+17.1pp | 73.6%+8.8pp | 69.3%+13.0pp |
| Annual return | 18.73% | 31.35%-12.6pp | 62.18%-43.4pp | 20.14%-1.4pp |
| Employer contribution / active EE | $431 | $2,015-78.6% | $2,850-84.9% | $2,281-81.1% |
| Participant deferral / active EE | $3,657 | $2,588+41.3% | $3,517+4.0% | $3,203+14.2% |
| Admin fee / account holder | $3 | $3,207-99.9% | $4,511-99.9% | $4,296-99.9% |