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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 | $22,910 | $77,920-70.6% | $149,723-84.7% | $75,177-69.5% |
| Participation rate | 85.3% | 65.6%+19.7pp | 78.8%+6.5pp | 67.2%+18.1pp |
| Annual return | 16.15% | 31.72%-15.6pp | 134.50%-118.3pp | 160.75%-144.6pp |
| Employer contribution / active EE | $674 | $3,138-78.5% | $4,821-86.0% | $2,671-74.8% |
| Participant deferral / active EE | $3,661 | $3,411+7.3% | $5,682-35.6% | $4,126-11.3% |
| Admin fee / account holder | $29 | $5,951-99.5% | $13,215-99.8% | $5,651-99.5% |