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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 | $22,976 | $124,980-81.6% | $108,359-78.8% | $154,746-85.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.12% | 45.00%-24.9pp | 36.89%-16.8pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,409 | $2,851-50.6% | $2,399-41.3% | $4,379-67.8% |
| Participant deferral / active EE | $1,555 | $4,743-67.2% | $4,137-62.4% | $6,730-76.9% |
| Admin fee / account holder | $232 | $11,502-98.0% | $9,741-97.6% | $14,365-98.4% |