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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 | $23,686 | $58,600-59.6% | $83,327-71.6% | $64,173-63.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.70% | 9.66%-15.4pp | 10.64%-16.3pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,446 | $2,098+64.2% | $3,379+2.0% | $2,381+44.7% |
| Participant deferral / active EE | $2,549 | $4,656-45.2% | $5,565-54.2% | $3,470-26.5% |
| Admin fee / account holder | $44 | $9,282-99.5% | $7,540-99.4% | $4,887-99.1% |