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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 | $13,156 | $65,712-80.0% | $57,196-77.0% | $273,972-95.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.95% | 22.01%-13.1pp | 14.59%-5.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,203 | $3,280-63.3% | $2,683-55.1% | $4,869-75.3% |
| Participant deferral / active EE | $3,950 | $3,782+4.5% | $3,096+27.6% | $5,287-25.3% |
| Admin fee / account holder | $2 | $4,838-100.0% | $3,141-99.9% | $10,133-100.0% |