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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 | $136,860-75.2% | $120,344-71.8% | $154,746-78.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.48% | 21.38%-5.9pp | 20.30%-4.8pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,470 | $3,533-30.1% | $3,020-18.2% | $4,379-43.6% |
| Participant deferral / active EE | $3,024 | $5,793-47.8% | $5,135-41.1% | $6,730-55.1% |
| Admin fee / account holder | $111 | $15,393-99.3% | $12,742-99.1% | $14,365-99.2% |