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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 | $19,553 | $124,980-84.4% | $108,359-82.0% | $154,746-87.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.81% | 45.00%-28.2pp | 36.89%-20.1pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,220 | $2,851-22.1% | $2,399-7.5% | $4,379-49.3% |
| Participant deferral / active EE | $2,948 | $4,743-37.8% | $4,137-28.7% | $6,730-56.2% |
| Admin fee / account holder | $248 | $11,502-97.8% | $9,741-97.5% | $14,365-98.3% |