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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 | $25,539 | $94,439-73.0% | $73,658-65.3% | $154,746-83.5% |
| Participation rate | 72.7% | 64.7%+8.1pp | 57.0%+15.7pp | 80.7%-8.0pp |
| Annual return | 19.13% | 28.25%-9.1pp | 29.72%-10.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $442 | $1,257-64.8% | $1,032-57.2% | $4,379-89.9% |
| Participant deferral / active EE | $1,472 | $2,527-41.8% | $2,062-28.6% | $6,730-78.1% |
| Admin fee / account holder | $94 | $3,843-97.6% | $3,357-97.2% | $14,365-99.3% |