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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 | $22,299 | $124,980-82.2% | $108,359-79.4% | $154,746-85.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 18.86% | 45.00%-26.1pp | 36.89%-18.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,209 | $2,851-57.6% | $2,399-49.6% | $4,379-72.4% |
| Participant deferral / active EE | $2,176 | $4,743-54.1% | $4,137-47.4% | $6,730-67.7% |
| Admin fee / account holder | $112 | $11,502-99.0% | $9,741-98.9% | $14,365-99.2% |