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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 | $9,200 | $25,972-64.6% | - | $72,975-87.4% |
| Participation rate | 90.6% | 52.8%+37.9pp | - | 69.5%+21.1pp |
| Annual return | 23.16% | 20.47%+2.7pp | - | 81.01%-57.9pp |
| Employer contribution / active EE | $714 | $2,171-67.1% | - | $2,440-70.8% |
| Participant deferral / active EE | $1,801 | $2,560-29.6% | - | $3,608-50.1% |
| Admin fee / account holder | $100 | $2,104-95.2% | - | $5,124-98.0% |