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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 | $13,576 | $57,590-76.4% | $86,233-84.3% | $82,448-83.5% |
| Participation rate | 76.9% | 57.9%+19.1pp | 69.0%+7.9pp | 68.1%+8.9pp |
| Annual return | 17.10% | 22.41%-5.3pp | 61.39%-44.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,276 | $1,655-22.9% | $2,504-49.0% | $2,551-50.0% |
| Participant deferral / active EE | $2,890 | $3,080-6.2% | $4,559-36.6% | $4,139-30.2% |
| Admin fee / account holder | $246 | $4,730-94.8% | $8,342-97.0% | $7,234-96.6% |