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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 | $15,017 | $112,729-86.7% | $98,716-84.8% | $137,256-89.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.90% | 38.48%-20.6pp | 31.81%-13.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,720 | $2,725-36.9% | $2,279-24.5% | $4,156-58.6% |
| Participant deferral / active EE | $2,600 | $4,640-44.0% | $4,048-35.8% | $6,407-59.4% |
| Admin fee / account holder | $189 | $10,129-98.1% | $8,703-97.8% | $12,270-98.5% |