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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 | $24,276 | $77,817-68.8% | $123,553-80.4% | $64,173-62.2% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | 7.98% | 12.49%-4.5pp | 119.21%-111.2pp | 7.63%+0.3pp |
| Employer contribution / active EE | $2,141 | $3,014-29.0% | $4,628-53.7% | $2,381-10.1% |
| Participant deferral / active EE | $4,849 | $5,240-7.5% | $6,426-24.5% | $3,470+39.8% |
| Admin fee / account holder | $203 | $5,519-96.3% | $9,284-97.8% | $4,887-95.9% |