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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 | $24,987 | $86,050-71.0% | $189,758-86.8% | $94,015-73.4% |
| Participation rate | 71.1% | 68.9%+2.2pp | 79.8%-8.7pp | 70.8%+0.2pp |
| Annual return | 13.77% | 17.77%-4.0pp | 52.62%-38.8pp | 17.84%-4.1pp |
| Employer contribution / active EE | $1,298 | $2,819-53.9% | $4,767-72.8% | $2,790-53.5% |
| Participant deferral / active EE | $1,441 | $3,349-57.0% | $5,856-75.4% | $4,249-66.1% |
| Admin fee / account holder | $29 | $6,627-99.6% | $20,388-99.9% | $8,951-99.7% |