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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 | $33,952 | $138,312-75.5% | $122,979-72.4% | $155,188-78.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 15.48% | 22.06%-6.6pp | 20.12%-4.6pp | 148.84%-133.4pp |
| Employer contribution / active EE | $2,470 | $3,530-30.0% | $3,062-19.3% | $4,248-41.9% |
| Participant deferral / active EE | $3,024 | $5,592-45.9% | $5,003-39.6% | $6,531-53.7% |
| Admin fee / account holder | $111 | $15,089-99.3% | $12,864-99.1% | $14,480-99.2% |