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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 | $23,417 | $105,623-77.8% | $87,502-73.2% | $273,972-91.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 12.71% | 12.26%+0.5pp | 12.21%+0.5pp | 41.46%-28.7pp |
| Employer contribution / active EE | $2,094 | $3,141-33.3% | $2,550-17.9% | $4,869-57.0% |
| Participant deferral / active EE | $9,174 | $3,601+154.8% | $3,149+191.4% | $5,287+73.5% |
| Admin fee / account holder | $13 | $4,781-99.7% | $4,221-99.7% | $10,133-99.9% |