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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 | $82,117 | $112,729-27.2% | $98,716-16.8% | $137,256-40.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.16% | 38.48%-26.3pp | 31.81%-19.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,131 | $2,725-58.5% | $2,279-50.4% | $4,156-72.8% |
| Participant deferral / active EE | $2,792 | $4,640-39.8% | $4,048-31.0% | $6,407-56.4% |
| Admin fee / account holder | $223 | $10,129-97.8% | $8,703-97.4% | $12,270-98.2% |