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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 | $24,159 | $93,617-74.2% | $135,982-82.2% | $75,177-67.9% |
| Participation rate | 73.8% | 75.2%-1.4pp | 81.9%-8.2pp | 67.2%+6.6pp |
| Annual return | 23.79% | 30.89%-7.1pp | 68.32%-44.5pp | 160.75%-137.0pp |
| Employer contribution / active EE | $957 | $3,538-72.9% | $4,859-80.3% | $2,671-64.2% |
| Participant deferral / active EE | $5,244 | $6,406-18.1% | $7,760-32.4% | $4,126+27.1% |
| Admin fee / account holder | $147 | $6,980-97.9% | $10,767-98.6% | $5,651-97.4% |