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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 | $21,345 | $87,166-75.5% | $76,735-72.2% | $137,256-84.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 23.53% | 26.50%-3.0pp | 29.77%-6.2pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,363 | $2,904-53.1% | $2,454-44.5% | $4,156-67.2% |
| Participant deferral / active EE | $5,814 | $4,726+23.0% | $4,088+42.2% | $6,407-9.3% |
| Admin fee / account holder | $75 | $8,403-99.1% | $7,189-99.0% | $12,270-99.4% |