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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 | $22,350 | $102,245-78.1% | $89,340-75.0% | $137,256-83.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.46% | 21.89%-2.4pp | 20.57%-1.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,651 | $2,529-34.7% | $2,231-26.0% | $4,156-60.3% |
| Participant deferral / active EE | $2,563 | $4,436-42.2% | $3,823-33.0% | $6,407-60.0% |
| Admin fee / account holder | $197 | $8,085-97.6% | $6,704-97.1% | $12,270-98.4% |