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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 | $8,119 | $76,407-89.4% | $150,298-94.6% | $82,448-90.2% |
| Participation rate | 71.1% | 66.4%+4.7pp | 77.8%-6.6pp | 68.1%+3.0pp |
| Annual return | 34.83% | 39.99%-5.2pp | 62.79%-28.0pp | 41.64%-6.8pp |
| Employer contribution / active EE | $683 | $2,614-73.9% | $4,154-83.6% | $2,551-73.2% |
| Participant deferral / active EE | $2,490 | $3,214-22.5% | $5,453-54.3% | $4,139-39.8% |
| Admin fee / account holder | $19 | $6,352-99.7% | $14,116-99.9% | $7,234-99.7% |