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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 | $107,421-69.2% | $182,262-81.8% | $94,015-64.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 14.64% | 21.32%-6.7pp | 140.60%-126.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $967 | $3,448-72.0% | $5,046-80.8% | $2,790-65.4% |
| Participant deferral / active EE | $5,479 | $6,558-16.5% | $8,276-33.8% | $4,249+28.9% |
| Admin fee / account holder | $285 | $8,692-96.7% | $16,712-98.3% | $8,951-96.8% |