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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 | $106,524-68.9% | $152,301-78.3% | $87,485-62.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.64% | 26.89%-12.3pp | 80.50%-65.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $967 | $3,371-71.3% | $4,624-79.1% | $2,596-62.8% |
| Participant deferral / active EE | $5,479 | $6,525-16.0% | $8,004-31.5% | $4,274+28.2% |
| Admin fee / account holder | $285 | $8,287-96.6% | $14,398-98.0% | $7,775-96.3% |