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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 | $99,875-68.2% | $146,866-78.4% | $86,983-63.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.17% | 28.10%-6.9pp | 102.85%-81.7pp | 25.83%-4.7pp |
| Employer contribution / active EE | $1,688 | $3,224-47.7% | $4,425-61.9% | $2,584-34.7% |
| Participant deferral / active EE | $5,306 | $6,322-16.1% | $7,759-31.6% | $4,194+26.5% |
| Admin fee / account holder | $249 | $7,838-96.8% | $13,620-98.2% | $7,856-96.8% |