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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 | $28,952 | $124,330-76.7% | $109,173-73.5% | $167,536-82.7% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 27.46% | 26.04%+1.4pp | 25.75%+1.7pp | 478.82%-451.4pp |
| Employer contribution / active EE | $1,990 | $4,209-52.7% | $3,723-46.6% | $4,839-58.9% |
| Participant deferral / active EE | $3,057 | $5,256-41.8% | $4,654-34.3% | $6,342-51.8% |
| Admin fee / account holder | $145 | $7,974-98.2% | $6,755-97.8% | $12,315-98.8% |