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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 | $18,200 | $52,911-65.6% | $73,309-75.2% | $59,633-69.5% |
| Participation rate | 82.6% | 68.2%+14.4pp | 74.9%+7.7pp | 68.7%+13.9pp |
| Annual return | 15.43% | 12.20%+3.2pp | 5.67%+9.8pp | 2041.40%-2026.0pp |
| Employer contribution / active EE | $1,293 | $1,909-32.3% | $3,237-60.1% | $2,203-41.3% |
| Participant deferral / active EE | $2,810 | $4,069-30.9% | $4,991-43.7% | $3,192-11.9% |
| Admin fee / account holder | $142 | $3,835-96.3% | $5,635-97.5% | $4,297-96.7% |