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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 | $44,808 | $124,425-64.0% | $112,040-60.0% | $137,256-67.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.49% | 24.72%-14.2pp | 24.52%-14.0pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,523 | $3,411-55.4% | $2,954-48.4% | $4,156-63.4% |
| Participant deferral / active EE | $3,197 | $5,718-44.1% | $5,098-37.3% | $6,407-50.1% |
| Admin fee / account holder | $24 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |