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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 | $29,868 | $94,439-68.4% | $73,658-59.5% | $154,746-80.7% |
| Participation rate | 76.9% | 64.7%+12.3pp | 57.0%+19.9pp | 80.7%-3.8pp |
| Annual return | 11.31% | 28.25%-16.9pp | 29.72%-18.4pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,680 | $1,257+33.6% | $1,032+62.8% | $4,379-61.6% |
| Participant deferral / active EE | $2,473 | $2,527-2.1% | $2,062+19.9% | $6,730-63.3% |
| Admin fee / account holder | $25 | $3,843-99.4% | $3,357-99.3% | $14,365-99.8% |