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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 | $78,690-68.2% | $161,489-84.5% | $87,485-71.4% |
| Participation rate | 71.1% | 67.5%+3.6pp | 78.7%-7.6pp | 68.9%+2.1pp |
| Annual return | 13.77% | 32.74%-19.0pp | 89.72%-75.9pp | 26.06%-12.3pp |
| Employer contribution / active EE | $1,298 | $2,588-49.8% | $4,268-69.6% | $2,596-50.0% |
| Participant deferral / active EE | $1,441 | $3,311-56.5% | $5,630-74.4% | $4,274-66.3% |
| Admin fee / account holder | $29 | $6,724-99.6% | $16,006-99.8% | $7,775-99.6% |