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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 | $26,821 | $93,598-71.3% | $135,974-80.3% | $75,173-64.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.73% | 30.89%-12.2pp | 68.30%-49.6pp | 160.72%-142.0pp |
| Employer contribution / active EE | $2,805 | $3,538-20.7% | $4,859-42.3% | $2,671+5.0% |
| Participant deferral / active EE | $4,189 | $6,405-34.6% | $7,760-46.0% | $4,126+1.5% |
| Admin fee / account holder | $138 | $6,978-98.0% | $10,767-98.7% | $5,651-97.6% |