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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 | $21,634 | $76,551-71.7% | $123,894-82.5% | $62,881-65.6% |
| Participation rate | 93.1% | 73.0%+20.1pp | 81.4%+11.7pp | 69.3%+23.8pp |
| Annual return | 8.13% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $892 | $2,882-69.1% | $4,617-80.7% | $2,281-60.9% |
| Participant deferral / active EE | $4,010 | $4,840-17.1% | $5,984-33.0% | $3,203+25.2% |
| Admin fee / account holder | $7 | $4,826-99.9% | $8,357-99.9% | $4,296-99.8% |