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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 | $20,306 | $88,707-77.1% | $74,184-72.6% | $273,972-92.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.92% | 11.94%-8.0pp | 17.74%-13.8pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,412 | $3,159-55.3% | $2,370-40.4% | $4,869-71.0% |
| Participant deferral / active EE | $1,953 | $4,212-53.6% | $3,550-45.0% | $5,287-63.1% |
| Admin fee / account holder | $140 | $8,717-98.4% | $5,586-97.5% | $10,133-98.6% |