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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 | $126,661-81.5% | $113,397-79.3% | $138,895-83.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 18.67% | 25.05%-6.4pp | 23.20%-4.5pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,356 | $3,456-60.8% | $2,977-54.5% | $4,194-67.7% |
| Participant deferral / active EE | $2,906 | $5,693-49.0% | $5,076-42.8% | $6,396-54.6% |
| Admin fee / account holder | $146 | $14,549-99.0% | $11,957-98.8% | $12,562-98.8% |