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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 | $28,002 | $53,128-47.3% | $86,582-67.7% | $70,126-60.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.43% | 27.66%-14.2pp | 965.08%-951.7pp | 73.15%-59.7pp |
| Employer contribution / active EE | $2,519 | $2,068+21.8% | $2,839-11.3% | $2,343+7.5% |
| Participant deferral / active EE | $2,517 | $2,695-6.6% | $3,609-30.2% | $3,332-24.4% |
| Admin fee / account holder | $153 | $3,584-95.7% | $4,904-96.9% | $4,645-96.7% |