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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 | $122,962-72.6% | $71,585-52.9% | $138,895-75.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 13.46% | 37.84%-24.4pp | 59.26%-45.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,594 | $2,620-39.1% | $1,669-4.5% | $4,194-62.0% |
| Participant deferral / active EE | $5,422 | $4,311+25.8% | $2,923+85.5% | $6,396-15.2% |
| Admin fee / account holder | $200 | $6,488-96.9% | $4,712-95.8% | $12,562-98.4% |