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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 | $21,398 | $81,358-73.7% | $155,556-86.2% | $80,959-73.6% |
| Participation rate | 76.7% | 66.3%+10.4pp | 78.2%-1.6pp | 67.7%+9.0pp |
| Annual return | 33.70% | 33.39%+0.3pp | 64.84%-31.1pp | 35.67%-2.0pp |
| Employer contribution / active EE | $1,153 | $3,106-62.9% | $4,675-75.3% | $2,757-58.2% |
| Participant deferral / active EE | $2,711 | $3,455-21.5% | $5,631-51.9% | $4,300-37.0% |
| Admin fee / account holder | $78 | $7,994-99.0% | $15,885-99.5% | $6,925-98.9% |