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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 | $41,624 | $101,752-59.1% | $164,928-74.8% | $80,911-48.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.72% | 16.73%-2.0pp | 70.08%-55.4pp | 35.63%-20.9pp |
| Employer contribution / active EE | $2,248 | $2,953-23.9% | $4,343-48.2% | $2,756-18.4% |
| Participant deferral / active EE | $2,390 | $4,477-46.6% | $6,034-60.4% | $4,297-44.4% |
| Admin fee / account holder | $168 | $8,218-98.0% | $12,684-98.7% | $6,935-97.6% |