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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 | $7,726 | $76,407-89.9% | $150,298-94.9% | $82,448-90.6% |
| Participation rate | 92.3% | 66.4%+25.9pp | 77.8%+14.5pp | 68.1%+24.2pp |
| Annual return | 20.85% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,650 | $2,614-36.9% | $4,154-60.3% | $2,551-35.3% |
| Participant deferral / active EE | $2,412 | $3,214-25.0% | $5,453-55.8% | $4,139-41.7% |
| Admin fee / account holder | $158 | $6,352-97.5% | $14,116-98.9% | $7,234-97.8% |