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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 | $7,771 | $94,439-91.8% | $73,658-89.4% | $154,746-95.0% |
| Participation rate | 91.7% | 64.7%+27.0pp | 57.0%+34.6pp | 80.7%+11.0pp |
| Annual return | 27.04% | 28.25%-1.2pp | 29.72%-2.7pp | 172.34%-145.3pp |
| Employer contribution / active EE | $812 | $1,257-35.4% | $1,032-21.4% | $4,379-81.5% |
| Participant deferral / active EE | $1,409 | $2,527-44.2% | $2,062-31.7% | $6,730-79.1% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |