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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 | $15,914 | $76,407-79.2% | $150,298-89.4% | $82,448-80.7% |
| Participation rate | 70.4% | 66.4%+4.0pp | 77.8%-7.4pp | 68.1%+2.3pp |
| Annual return | 22.60% | 39.99%-17.4pp | 62.79%-40.2pp | 41.64%-19.0pp |
| Employer contribution / active EE | $671 | $2,614-74.3% | $4,154-83.8% | $2,551-73.7% |
| Participant deferral / active EE | $2,635 | $3,214-18.0% | $5,453-51.7% | $4,139-36.3% |
| Admin fee / account holder | $19 | $6,352-99.7% | $14,116-99.9% | $7,234-99.7% |