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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 | $31,681 | $56,894-44.3% | $84,753-62.6% | $62,881-49.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.34% | 6.30%-2.0pp | 22.78%-18.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $17,650 | $2,400+635.5% | $3,574+393.8% | $2,281+673.8% |
| Participant deferral / active EE | $2,328 | $2,709-14.1% | $3,712-37.3% | $3,203-27.3% |
| Admin fee / account holder | $298 | $3,581-91.7% | $5,333-94.4% | $4,296-93.1% |