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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 | $18,948 | $87,166-78.3% | $76,735-75.3% | $137,256-86.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 24.05% | 26.50%-2.4pp | 29.77%-5.7pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,076 | $2,904-28.5% | $2,454-15.4% | $4,156-50.1% |
| Participant deferral / active EE | $3,355 | $4,726-29.0% | $4,088-17.9% | $6,407-47.6% |
| Admin fee / account holder | $137 | $8,403-98.4% | $7,189-98.1% | $12,270-98.9% |