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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 | $17,753 | $54,757-67.6% | $90,304-80.3% | $72,975-75.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.58% | 30.63%-9.1pp | 78.13%-56.6pp | 81.01%-59.4pp |
| Employer contribution / active EE | $2,136 | $2,093+2.1% | $2,855-25.2% | $2,440-12.5% |
| Participant deferral / active EE | $2,705 | $2,887-6.3% | $3,885-30.4% | $3,608-25.0% |
| Admin fee / account holder | $62 | $3,973-98.5% | $5,354-98.9% | $5,124-98.8% |