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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 | $30,761 | $116,203-73.5% | $93,621-67.1% | $152,909-79.9% |
| Participation rate | 70.8% | 78.1%-7.2pp | 75.8%-5.0pp | 82.5%-11.6pp |
| Annual return | 16.09% | 35.96%-19.9pp | 32.76%-16.7pp | 345.46%-329.4pp |
| Employer contribution / active EE | $1,052 | $3,219-67.3% | $2,719-61.3% | $4,764-77.9% |
| Participant deferral / active EE | $2,305 | $4,605-49.9% | $4,070-43.4% | $5,851-60.6% |
| Admin fee / account holder | $24 | $10,751-99.8% | $7,890-99.7% | $11,601-99.8% |