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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 | $14,578 | $124,980-88.3% | $108,359-86.5% | $154,746-90.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 27.03% | 45.00%-18.0pp | 36.89%-9.9pp | 172.34%-145.3pp |
| Employer contribution / active EE | $2,046 | $2,851-28.2% | $2,399-14.7% | $4,379-53.3% |
| Participant deferral / active EE | $3,279 | $4,743-30.9% | $4,137-20.7% | $6,730-51.3% |
| Admin fee / account holder | $9 | $11,502-99.9% | $9,741-99.9% | $14,365-99.9% |