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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 | $90,538-77.6% | $88,457-77.1% | $154,746-86.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 21.95% | 37.97%-16.0pp | 32.69%-10.7pp | 172.34%-150.4pp |
| Employer contribution / active EE | $2,180 | $4,914-55.6% | $4,681-53.4% | $4,379-50.2% |
| Participant deferral / active EE | $3,785 | $6,073-37.7% | $5,667-33.2% | $6,730-43.8% |
| Admin fee / account holder | $7 | $10,337-99.9% | $9,606-99.9% | $14,365-100.0% |