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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 | $32,957 | $106,749-69.1% | $145,433-77.3% | $82,448-60.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.28% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,216 | $3,444-35.7% | $4,554-51.3% | $2,551-13.1% |
| Participant deferral / active EE | $5,153 | $6,519-20.9% | $7,897-34.7% | $4,139+24.5% |
| Admin fee / account holder | $238 | $8,390-97.2% | $13,129-98.2% | $7,234-96.7% |