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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 | $32,327 | $111,814-71.1% | $103,378-68.7% | $145,978-77.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.74% | 24.80%-12.1pp | 24.91%-12.2pp | 550.52%-537.8pp |
| Employer contribution / active EE | $1,357 | $4,215-67.8% | $3,870-64.9% | $4,662-70.9% |
| Participant deferral / active EE | $6,719 | $5,618+19.6% | $5,058+32.8% | $6,690+0.4% |
| Admin fee / account holder | $168 | $9,764-98.3% | $8,401-98.0% | $13,400-98.7% |