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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 | $20,280 | $90,728-77.6% | $86,279-76.5% | $138,895-85.4% |
| Participation rate | 100.0% | 81.0%+19.0pp | 78.7%+21.3pp | 79.9%+20.1pp |
| Annual return | 21.95% | 34.83%-12.9pp | 30.40%-8.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $2,180 | $4,974-56.2% | $4,663-53.2% | $4,194-48.0% |
| Participant deferral / active EE | $3,785 | $6,125-38.2% | $5,658-33.1% | $6,396-40.8% |
| Admin fee / account holder | $7 | $11,808-99.9% | $10,485-99.9% | $12,562-99.9% |