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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 | $106,974-79.1% | $90,796-75.4% | $138,895-83.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 19.46% | 20.10%-0.6pp | 19.29%+0.2pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,651 | $2,609-36.7% | $2,294-28.0% | $4,194-60.6% |
| Participant deferral / active EE | $2,563 | $4,455-42.5% | $3,822-32.9% | $6,396-59.9% |
| Admin fee / account holder | $197 | $8,626-97.7% | $7,024-97.2% | $12,562-98.4% |