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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 | $12,263 | $94,439-87.0% | $73,658-83.4% | $154,746-92.1% |
| Participation rate | 85.7% | 64.7%+21.0pp | 57.0%+28.7pp | 80.7%+5.0pp |
| Annual return | 24.55% | 28.25%-3.7pp | 29.72%-5.2pp | 172.34%-147.8pp |
| Employer contribution / active EE | $959 | $1,257-23.7% | $1,032-7.1% | $4,379-78.1% |
| Participant deferral / active EE | $3,071 | $2,527+21.5% | $2,062+48.9% | $6,730-54.4% |
| Admin fee / account holder | $180 | $3,843-95.3% | $3,357-94.6% | $14,365-98.7% |