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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 | $11,995 | $78,690-84.8% | $161,489-92.6% | $87,485-86.3% |
| Participation rate | 82.8% | 67.5%+15.3pp | 78.7%+4.1pp | 68.9%+13.8pp |
| Annual return | 17.95% | 32.74%-14.8pp | 89.72%-71.8pp | 26.06%-8.1pp |
| Employer contribution / active EE | $2,586 | $2,588-0.1% | $4,268-39.4% | $2,596-0.4% |
| Participant deferral / active EE | $1,095 | $3,311-66.9% | $5,630-80.6% | $4,274-74.4% |
| Admin fee / account holder | $148 | $6,724-97.8% | $16,006-99.1% | $7,775-98.1% |