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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 | $29,545 | $90,486-67.3% | $78,676-62.4% | $273,972-89.2% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 9.69% | 75.62%-65.9pp | 62.19%-52.5pp | 41.46%-31.8pp |
| Employer contribution / active EE | $634 | $3,175-80.0% | $2,850-77.8% | $4,869-87.0% |
| Participant deferral / active EE | $2,616 | $3,901-32.9% | $3,517-25.6% | $5,287-50.5% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,133-99.8% |