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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 | $6,620 | $76,407-91.3% | $150,298-95.6% | $82,448-92.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 22.49% | 39.99%-17.5pp | 62.79%-40.3pp | 41.64%-19.1pp |
| Employer contribution / active EE | $1,232 | $2,614-52.9% | $4,154-70.3% | $2,551-51.7% |
| Participant deferral / active EE | $1,940 | $3,214-39.6% | $5,453-64.4% | $4,139-53.1% |
| Admin fee / account holder | $208 | $6,352-96.7% | $14,116-98.5% | $7,234-97.1% |