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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 | $23,553 | $54,541-56.8% | $78,778-70.1% | $70,126-66.4% |
| Participation rate | 76.0% | 60.8%+15.2pp | 69.2%+6.8pp | 69.5%+6.5pp |
| Annual return | 16.31% | 21.07%-4.8pp | 35.62%-19.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $664 | $1,089-39.0% | $1,986-66.6% | $2,343-71.6% |
| Participant deferral / active EE | $1,306 | $2,210-40.9% | $2,958-55.9% | $3,332-60.8% |
| Admin fee / account holder | $6 | $3,709-99.9% | $5,134-99.9% | $4,645-99.9% |