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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 | $32,823 | $115,911-71.7% | $100,530-67.4% | $158,950-79.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.72% | 34.80%-16.1pp | 30.89%-12.2pp | 302.91%-284.2pp |
| Employer contribution / active EE | $1,328 | $4,104-67.6% | $3,418-61.1% | $4,762-72.1% |
| Participant deferral / active EE | $2,107 | $6,676-68.4% | $6,271-66.4% | $5,983-64.8% |
| Admin fee / account holder | $290 | $10,999-97.4% | $8,083-96.4% | $11,248-97.4% |