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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 | $76,407-67.3% | $150,298-83.4% | $82,448-69.7% |
| Participation rate | 71.1% | 66.4%+4.7pp | 77.8%-6.7pp | 68.1%+3.0pp |
| Annual return | 13.77% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,298 | $2,614-50.3% | $4,154-68.7% | $2,551-49.1% |
| Participant deferral / active EE | $1,441 | $3,214-55.2% | $5,453-73.6% | $4,139-65.2% |
| Admin fee / account holder | $29 | $6,352-99.5% | $14,116-99.8% | $7,234-99.6% |