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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 | $22,156 | $47,848-53.7% | $81,473-72.8% | $70,126-68.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 15.34% | 27.25%-11.9pp | 38.78%-23.4pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,980 | $1,527+29.7% | $2,568-22.9% | $2,343-15.5% |
| Participant deferral / active EE | $3,411 | $2,453+39.0% | $3,537-3.6% | $3,332+2.4% |
| Admin fee / account holder | $227 | $3,145-92.8% | $4,561-95.0% | $4,645-95.1% |