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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 | $6,522 | $94,439-93.1% | $73,658-91.1% | $154,746-95.8% |
| Participation rate | 85.7% | 64.7%+21.0pp | 57.0%+28.7pp | 80.7%+5.0pp |
| Annual return | 24.21% | 28.25%-4.0pp | 29.72%-5.5pp | 172.34%-148.1pp |
| Employer contribution / active EE | $221 | $1,257-82.4% | $1,032-78.6% | $4,379-95.0% |
| Participant deferral / active EE | $1,899 | $2,527-24.8% | $2,062-7.9% | $6,730-71.8% |
| Admin fee / account holder | $208 | $3,843-94.6% | $3,357-93.8% | $14,365-98.6% |