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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 | $48,413 | $177,595-72.7% | $148,496-67.4% | $198,609-75.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.40% | 9.97%+4.4pp | 12.33%+2.1pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,185 | $4,098-71.1% | $3,497-66.1% | $5,055-76.6% |
| Participant deferral / active EE | $2,963 | $5,539-46.5% | $4,808-38.4% | $6,977-57.5% |
| Admin fee / account holder | $20 | $27,010-99.9% | $19,547-99.9% | $19,030-99.9% |