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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 | $104,650-71.5% | $83,854-64.4% | $155,188-80.8% |
| Participation rate | 76.9% | 65.1%+11.8pp | 59.1%+17.8pp | 80.8%-3.9pp |
| Annual return | 11.31% | 28.97%-17.7pp | 31.39%-20.1pp | 148.84%-137.5pp |
| Employer contribution / active EE | $1,680 | $1,196+40.4% | $1,017+65.2% | $4,248-60.4% |
| Participant deferral / active EE | $2,473 | $2,367+4.5% | $2,035+21.5% | $6,531-62.1% |
| Admin fee / account holder | $25 | $3,518-99.3% | $3,197-99.2% | $14,480-99.8% |