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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 | $11,194 | $76,407-85.3% | $150,298-92.6% | $82,448-86.4% |
| Participation rate | 88.0% | 66.4%+21.6pp | 77.8%+10.2pp | 68.1%+19.9pp |
| Annual return | 24.63% | 39.99%-15.4pp | 62.79%-38.2pp | 41.64%-17.0pp |
| Employer contribution / active EE | $1,127 | $2,614-56.9% | $4,154-72.9% | $2,551-55.8% |
| Participant deferral / active EE | $3,579 | $3,214+11.4% | $5,453-34.4% | $4,139-13.5% |
| Admin fee / account holder | $233 | $6,352-96.3% | $14,116-98.3% | $7,234-96.8% |