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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 | $9,901 | $94,439-89.5% | $73,658-86.6% | $154,746-93.6% |
| Participation rate | 77.8% | 64.7%+13.1pp | 57.0%+20.7pp | 80.7%-2.9pp |
| Annual return | 26.14% | 28.25%-2.1pp | 29.72%-3.6pp | 172.34%-146.2pp |
| Employer contribution / active EE | $913 | $1,257-27.4% | $1,032-11.6% | $4,379-79.2% |
| Participant deferral / active EE | $2,075 | $2,527-17.9% | $2,062+0.6% | $6,730-69.2% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |