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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 | $13,996 | $77,920-82.0% | $149,723-90.7% | $75,177-81.4% |
| Participation rate | 72.7% | 65.6%+7.1pp | 78.8%-6.1pp | 67.2%+5.5pp |
| Annual return | 25.78% | 31.72%-5.9pp | 134.50%-108.7pp | 160.75%-135.0pp |
| Employer contribution / active EE | $1,242 | $3,138-60.4% | $4,821-74.2% | $2,671-53.5% |
| Participant deferral / active EE | $4,785 | $3,411+40.3% | $5,682-15.8% | $4,126+16.0% |
| Admin fee / account holder | $289 | $5,951-95.1% | $13,215-97.8% | $5,651-94.9% |