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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 | $10,574 | $94,439-88.8% | $73,658-85.6% | $154,746-93.2% |
| Participation rate | 71.4% | 64.7%+6.8pp | 57.0%+14.4pp | 80.7%-9.3pp |
| Annual return | 28.08% | 28.25%-0.2pp | 29.72%-1.6pp | 172.34%-144.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,702 | $2,527+6.9% | $2,062+31.0% | $6,730-59.9% |
| Admin fee / account holder | $34 | $3,843-99.1% | $3,357-99.0% | $14,365-99.8% |