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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 | $28,477 | $78,690-63.8% | $161,489-82.4% | $87,485-67.4% |
| Participation rate | 76.5% | 67.5%+9.0pp | 78.7%-2.2pp | 68.9%+7.5pp |
| Annual return | 23.34% | 32.74%-9.4pp | 89.72%-66.4pp | 26.06%-2.7pp |
| Employer contribution / active EE | $1,963 | $2,588-24.2% | $4,268-54.0% | $2,596-24.4% |
| Participant deferral / active EE | $4,241 | $3,311+28.1% | $5,630-24.7% | $4,274-0.8% |
| Admin fee / account holder | $268 | $6,724-96.0% | $16,006-98.3% | $7,775-96.6% |