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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 | $123,155-84.1% | $108,753-82.0% | $155,188-87.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.81% | 44.73%-27.9pp | 37.47%-20.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $2,220 | $2,811-21.0% | $2,427-8.5% | $4,248-47.7% |
| Participant deferral / active EE | $2,948 | $4,623-36.2% | $4,115-28.3% | $6,531-54.9% |
| Admin fee / account holder | $248 | $12,126-98.0% | $10,320-97.6% | $14,480-98.3% |