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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 | $29,530 | $184,014-84.0% | $161,149-81.7% | $138,895-78.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.20% | 21.52%-6.3pp | 21.16%-6.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,532 | $5,055-69.7% | $4,360-64.9% | $4,194-63.5% |
| Participant deferral / active EE | $5,516 | $6,909-20.2% | $6,153-10.4% | $6,396-13.8% |
| Admin fee / account holder | $46 | $18,027-99.7% | $15,194-99.7% | $12,562-99.6% |