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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 | $21,550 | $61,390-64.9% | $112,228-80.8% | $75,177-71.3% |
| Participation rate | 77.1% | 61.6%+15.4pp | 72.4%+4.7pp | 67.2%+9.9pp |
| Annual return | 18.93% | 28.47%-9.5pp | 30.23%-11.3pp | 160.75%-141.8pp |
| Employer contribution / active EE | $1,346 | $2,015-33.2% | $3,432-60.8% | $2,671-49.6% |
| Participant deferral / active EE | $1,995 | $3,108-35.8% | $4,800-58.4% | $4,126-51.7% |
| Admin fee / account holder | $110 | $4,862-97.7% | $7,752-98.6% | $5,651-98.0% |