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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 | $33,717 | $116,167-71.0% | $64,489-47.7% | $137,256-75.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 13.46% | 36.55%-23.1pp | 55.03%-41.6pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,594 | $2,483-35.8% | $1,523+4.7% | $4,156-61.6% |
| Participant deferral / active EE | $5,422 | $4,215+28.6% | $2,778+95.2% | $6,407-15.4% |
| Admin fee / account holder | $200 | $6,188-96.8% | $4,260-95.3% | $12,270-98.4% |