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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 | $13,342 | $174,379-92.3% | $152,093-91.2% | $138,895-90.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.74% | 74.86%-52.1pp | 66.36%-43.6pp | 145.39%-122.7pp |
| Employer contribution / active EE | $2,066 | $4,652-55.6% | $4,175-50.5% | $4,194-50.7% |
| Participant deferral / active EE | $2,893 | $6,159-53.0% | $5,451-46.9% | $6,396-54.8% |
| Admin fee / account holder | $179 | $16,880-98.9% | $14,497-98.8% | $12,562-98.6% |