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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 | $23,492 | $124,425-81.1% | $112,040-79.0% | $137,256-82.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 18.67% | 24.72%-6.0pp | 24.52%-5.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,356 | $3,411-60.3% | $2,954-54.1% | $4,156-67.4% |
| Participant deferral / active EE | $2,906 | $5,718-49.2% | $5,098-43.0% | $6,407-54.6% |
| Admin fee / account holder | $146 | $15,207-99.0% | $12,098-98.8% | $12,270-98.8% |