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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 | $18,417 | $69,541-73.5% | $59,899-69.3% | $135,380-86.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 11.19% | 7.95%+3.2pp | 3.46%+7.7pp | 519.81%-508.6pp |
| Employer contribution / active EE | $2,313 | $3,236-28.5% | $2,723-15.1% | $4,779-51.6% |
| Participant deferral / active EE | $3,440 | $4,206-18.2% | $3,402+1.1% | $5,609-38.7% |
| Admin fee / account holder | $20 | $5,737-99.7% | $3,592-99.4% | $10,828-99.8% |