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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 | $76,407-90.3% | $150,298-95.1% | $82,448-91.0% |
| Participation rate | 72.5% | 66.4%+6.1pp | 77.8%-5.3pp | 68.1%+4.4pp |
| Annual return | 30.76% | 39.99%-9.2pp | 62.79%-32.0pp | 41.64%-10.9pp |
| Employer contribution / active EE | $1,164 | $2,614-55.5% | $4,154-72.0% | $2,551-54.4% |
| Participant deferral / active EE | $1,989 | $3,214-38.1% | $5,453-63.5% | $4,139-51.9% |
| Admin fee / account holder | $91 | $6,352-98.6% | $14,116-99.4% | $7,234-98.7% |