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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 | $103,164-78.3% | $90,259-75.2% | $154,746-85.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 19.46% | 19.25%+0.2pp | 18.88%+0.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,651 | $2,532-34.8% | $2,291-28.0% | $4,379-62.3% |
| Participant deferral / active EE | $2,563 | $4,422-42.0% | $3,827-33.0% | $6,730-61.9% |
| Admin fee / account holder | $197 | $8,593-97.7% | $7,267-97.3% | $14,365-98.6% |