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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 | $38,287 | $76,407-49.9% | $150,298-74.5% | $82,448-53.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.18% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,899 | $2,614-27.4% | $4,154-54.3% | $2,551-25.6% |
| Participant deferral / active EE | $4,453 | $3,214+38.5% | $5,453-18.3% | $4,139+7.6% |
| Admin fee / account holder | $277 | $6,352-95.6% | $14,116-98.0% | $7,234-96.2% |