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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 | $23,018 | $76,407-69.9% | $150,298-84.7% | $82,448-72.1% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 21.76% | 39.99%-18.2pp | 62.79%-41.0pp | 41.64%-19.9pp |
| Employer contribution / active EE | $880 | $2,614-66.3% | $4,154-78.8% | $2,551-65.5% |
| Participant deferral / active EE | $2,898 | $3,214-9.8% | $5,453-46.9% | $4,139-30.0% |
| Admin fee / account holder | $155 | $6,352-97.6% | $14,116-98.9% | $7,234-97.9% |