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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 | $24,943 | $94,439-73.6% | $73,658-66.1% | $154,746-83.9% |
| Participation rate | 71.4% | 64.7%+6.8pp | 57.0%+14.4pp | 80.7%-9.3pp |
| Annual return | 19.32% | 28.25%-8.9pp | 29.72%-10.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,050 | $1,257-16.5% | $1,032+1.7% | $4,379-76.0% |
| Participant deferral / active EE | $2,996 | $2,527+18.6% | $2,062+45.3% | $6,730-55.5% |
| Admin fee / account holder | $238 | $3,843-93.8% | $3,357-92.9% | $14,365-98.3% |