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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 | $31,583 | $103,393-69.5% | $87,103-63.7% | $152,909-79.3% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 27.50% | 28.10%-0.6pp | 28.19%-0.7pp | 345.46%-318.0pp |
| Employer contribution / active EE | $1,716 | $3,221-46.7% | $2,521-31.9% | $4,764-64.0% |
| Participant deferral / active EE | $3,036 | $4,778-36.5% | $4,049-25.0% | $5,851-48.1% |
| Admin fee / account holder | $87 | $12,195-99.3% | $7,491-98.8% | $11,601-99.3% |