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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 | $10,020 | $57,590-82.6% | $86,233-88.4% | $82,448-87.8% |
| Participation rate | 90.9% | 57.9%+33.0pp | 69.0%+21.9pp | 68.1%+22.8pp |
| Annual return | 22.60% | 22.41%+0.2pp | 61.39%-38.8pp | 41.64%-19.0pp |
| Employer contribution / active EE | $1,903 | $1,655+14.9% | $2,504-24.0% | $2,551-25.4% |
| Participant deferral / active EE | $1,904 | $3,080-38.2% | $4,559-58.2% | $4,139-54.0% |
| Admin fee / account holder | $203 | $4,730-95.7% | $8,342-97.6% | $7,234-97.2% |