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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 | $7,499 | $76,407-90.2% | $150,298-95.0% | $82,448-90.9% |
| Participation rate | 92.1% | 66.4%+25.7pp | 77.8%+14.3pp | 68.1%+24.0pp |
| Annual return | 22.51% | 39.99%-17.5pp | 62.79%-40.3pp | 41.64%-19.1pp |
| Employer contribution / active EE | $1,699 | $2,614-35.0% | $4,154-59.1% | $2,551-33.4% |
| Participant deferral / active EE | $2,320 | $3,214-27.8% | $5,453-57.4% | $4,139-43.9% |
| Admin fee / account holder | $146 | $6,352-97.7% | $14,116-99.0% | $7,234-98.0% |