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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 | $12,256 | $78,690-84.4% | $161,489-92.4% | $87,485-86.0% |
| Participation rate | 85.5% | 67.5%+18.0pp | 78.7%+6.8pp | 68.9%+16.6pp |
| Annual return | 23.29% | 32.74%-9.5pp | 89.72%-66.4pp | 26.06%-2.8pp |
| Employer contribution / active EE | $1,139 | $2,588-56.0% | $4,268-73.3% | $2,596-56.1% |
| Participant deferral / active EE | $2,290 | $3,311-30.8% | $5,630-59.3% | $4,274-46.4% |
| Admin fee / account holder | $245 | $6,724-96.4% | $16,006-98.5% | $7,775-96.8% |