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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 | $6,732 | $87,166-92.3% | $76,735-91.2% | $137,256-95.1% |
| Participation rate | 73.3% | 74.4%-1.0pp | 69.5%+3.8pp | 80.0%-6.6pp |
| Annual return | 26.79% | 26.50%+0.3pp | 29.77%-3.0pp | 220.34%-193.5pp |
| Employer contribution / active EE | $1,059 | $2,904-63.5% | $2,454-56.8% | $4,156-74.5% |
| Participant deferral / active EE | $1,805 | $4,726-61.8% | $4,088-55.8% | $6,407-71.8% |
| Admin fee / account holder | $266 | $8,403-96.8% | $7,189-96.3% | $12,270-97.8% |