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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 | $23,520 | $106,864-78.0% | $147,318-84.0% | $82,637-71.5% |
| Participation rate | 84.0% | 75.5%+8.5pp | 82.1%+1.9pp | 68.1%+15.9pp |
| Annual return | 22.69% | 27.49%-4.8pp | 70.43%-47.7pp | 53.51%-30.8pp |
| Employer contribution / active EE | $1,620 | $3,417-52.6% | $4,593-64.7% | $2,552-36.5% |
| Participant deferral / active EE | $2,775 | $6,496-57.3% | $7,906-64.9% | $4,126-32.8% |
| Admin fee / account holder | $281 | $8,415-96.7% | $13,708-97.9% | $7,339-96.2% |