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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 | $31,767 | $106,749-70.2% | $145,433-78.2% | $82,448-61.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.17% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,688 | $3,444-51.0% | $4,554-62.9% | $2,551-33.8% |
| Participant deferral / active EE | $5,306 | $6,519-18.6% | $7,897-32.8% | $4,139+28.2% |
| Admin fee / account holder | $249 | $8,390-97.0% | $13,129-98.1% | $7,234-96.6% |