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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 | $15,700 | $106,974-85.3% | $90,796-82.7% | $138,895-88.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 18.84% | 20.10%-1.3pp | 19.29%-0.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,642 | $2,609-37.0% | $2,294-28.4% | $4,194-60.8% |
| Participant deferral / active EE | $2,800 | $4,455-37.1% | $3,822-26.7% | $6,396-56.2% |
| Admin fee / account holder | $135 | $8,626-98.4% | $7,024-98.1% | $12,562-98.9% |