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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 | $27,409 | $107,733-74.6% | $92,985-70.5% | $154,746-82.3% |
| Participation rate | 83.3% | 74.6%+8.8pp | 69.5%+13.8pp | 80.7%+2.6pp |
| Annual return | 19.70% | 30.39%-10.7pp | 27.99%-8.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,009 | $3,126-67.7% | $2,662-62.1% | $4,379-77.0% |
| Participant deferral / active EE | $2,408 | $5,053-52.3% | $4,377-45.0% | $6,730-64.2% |
| Admin fee / account holder | $23 | $11,369-99.8% | $9,463-99.8% | $14,365-99.8% |