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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 | $18,594 | $81,358-77.1% | $155,556-88.0% | $80,959-77.0% |
| Participation rate | 82.1% | 66.3%+15.9pp | 78.2%+3.9pp | 67.7%+14.5pp |
| Annual return | 17.21% | 33.39%-16.2pp | 64.84%-47.6pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,616 | $3,106-48.0% | $4,675-65.4% | $2,757-41.4% |
| Participant deferral / active EE | $4,000 | $3,455+15.8% | $5,631-29.0% | $4,300-7.0% |
| Admin fee / account holder | $255 | $7,994-96.8% | $15,885-98.4% | $6,925-96.3% |