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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 | $19,347 | $93,064-79.2% | $74,577-74.1% | $273,972-92.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.65% | 26.18%-23.5pp | 20.47%-17.8pp | 41.46%-38.8pp |
| Employer contribution / active EE | $1,994 | $3,160-36.9% | $2,525-21.0% | $4,869-59.1% |
| Participant deferral / active EE | $861 | $4,160-79.3% | $3,458-75.1% | $5,287-83.7% |
| Admin fee / account holder | $108 | $5,273-97.9% | $4,138-97.4% | $10,133-98.9% |