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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 | $13,448 | $88,996-84.9% | $78,004-82.8% | $138,895-90.3% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.4%+16.3pp | 79.9%+5.8pp |
| Annual return | 19.71% | 28.03%-8.3pp | 31.07%-11.4pp | 145.39%-125.7pp |
| Employer contribution / active EE | $894 | $2,917-69.4% | $2,469-63.8% | $4,194-78.7% |
| Participant deferral / active EE | $2,841 | $4,724-39.9% | $4,092-30.6% | $6,396-55.6% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |