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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 | $7,096 | $104,650-93.2% | $83,854-91.5% | $155,188-95.4% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.1%+15.9pp | 80.8%-5.8pp |
| Annual return | 17.15% | 28.97%-11.8pp | 31.39%-14.2pp | 148.84%-131.7pp |
| Employer contribution / active EE | $629 | $1,196-47.4% | $1,017-38.1% | $4,248-85.2% |
| Participant deferral / active EE | $994 | $2,367-58.0% | $2,035-51.2% | $6,531-84.8% |
| Admin fee / account holder | $218 | $3,518-93.8% | $3,197-93.2% | $14,480-98.5% |