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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 | $33,115 | $106,749-69.0% | $145,433-77.2% | $82,448-59.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.64% | 27.59%-13.0pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $967 | $3,444-71.9% | $4,554-78.8% | $2,551-62.1% |
| Participant deferral / active EE | $5,479 | $6,519-16.0% | $7,897-30.6% | $4,139+32.4% |
| Admin fee / account holder | $285 | $8,390-96.6% | $13,129-97.8% | $7,234-96.1% |