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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 | $30,216 | $93,064-67.5% | $74,577-59.5% | $273,972-89.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.35% | 26.18%-17.8pp | 20.47%-12.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,753 | $3,160-44.5% | $2,525-30.6% | $4,869-64.0% |
| Participant deferral / active EE | $8,498 | $4,160+104.3% | $3,458+145.7% | $5,287+60.7% |
| Admin fee / account holder | $200 | $5,273-96.2% | $4,138-95.2% | $10,133-98.0% |