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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 | $14,331 | $107,733-86.7% | $92,985-84.6% | $154,746-90.7% |
| Participation rate | 76.5% | 74.6%+1.9pp | 69.5%+7.0pp | 80.7%-4.2pp |
| Annual return | 18.30% | 30.39%-12.1pp | 27.99%-9.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,087 | $3,126-65.2% | $2,662-59.2% | $4,379-75.2% |
| Participant deferral / active EE | $2,405 | $5,053-52.4% | $4,377-45.1% | $6,730-64.3% |
| Admin fee / account holder | $155 | $11,369-98.6% | $9,463-98.4% | $14,365-98.9% |