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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 | $19,402 | $68,880-71.8% | $120,580-83.9% | $80,959-76.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 10.96% | 23.68%-12.7pp | 107.48%-96.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,062 | $2,066-0.2% | $3,469-40.6% | $2,757-25.2% |
| Participant deferral / active EE | $2,663 | $3,191-16.5% | $4,995-46.7% | $4,300-38.1% |
| Admin fee / account holder | $193 | $5,785-96.7% | $9,418-97.9% | $6,925-97.2% |