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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 | $3,247 | $94,439-96.6% | $73,658-95.6% | $154,746-97.9% |
| Participation rate | 85.7% | 64.7%+21.0pp | 57.0%+28.7pp | 80.7%+5.0pp |
| Annual return | 29.68% | 28.25%+1.4pp | 29.72%0pp | 172.34%-142.7pp |
| Employer contribution / active EE | $583 | $1,257-53.7% | $1,032-43.6% | $4,379-86.7% |
| Participant deferral / active EE | $936 | $2,527-63.0% | $2,062-54.6% | $6,730-86.1% |
| Admin fee / account holder | $17 | $3,843-99.6% | $3,357-99.5% | $14,365-99.9% |