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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 | $7,423 | $75,541-90.2% | $152,093-95.1% | $82,637-91.0% |
| Participation rate | 72.5% | 66.5%+6.0pp | 77.8%-5.3pp | 68.1%+4.4pp |
| Annual return | 30.76% | 32.56%-1.8pp | 66.36%-35.6pp | 53.51%-22.7pp |
| Employer contribution / active EE | $1,164 | $2,622-55.6% | $4,175-72.1% | $2,552-54.4% |
| Participant deferral / active EE | $1,989 | $3,206-37.9% | $5,451-63.5% | $4,126-51.8% |
| Admin fee / account holder | $91 | $6,405-98.6% | $14,497-99.4% | $7,339-98.8% |