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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 | $24,072 | $135,956-82.3% | $123,894-80.6% | $273,972-91.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 10.34% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,622 | $5,170-68.6% | $4,617-64.9% | $4,869-66.7% |
| Participant deferral / active EE | $2,544 | $6,343-59.9% | $5,984-57.5% | $5,287-51.9% |
| Admin fee / account holder | $36 | $9,817-99.6% | $8,357-99.6% | $10,133-99.6% |