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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 | $19,451 | $115,225-83.1% | $100,712-80.7% | $138,895-86.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 23.12% | 40.35%-17.2pp | 33.27%-10.1pp | 145.39%-122.3pp |
| Employer contribution / active EE | $721 | $2,771-74.0% | $2,313-68.8% | $4,194-82.8% |
| Participant deferral / active EE | $1,426 | $4,699-69.7% | $4,085-65.1% | $6,396-77.7% |
| Admin fee / account holder | $72 | $10,844-99.3% | $9,256-99.2% | $12,562-99.4% |