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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 | $28,076 | $106,588-73.7% | $94,215-70.2% | $155,188-81.9% |
| Participation rate | 94.1% | 74.3%+19.8pp | 70.0%+24.2pp | 80.8%+13.3pp |
| Annual return | 16.05% | 29.39%-13.3pp | 28.22%-12.2pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,579 | $3,080-48.7% | $2,675-41.0% | $4,248-62.8% |
| Participant deferral / active EE | $5,315 | $4,802+10.7% | $4,276+24.3% | $6,531-18.6% |
| Admin fee / account holder | -$157 | $12,281-101.3% | $10,216-101.5% | $14,480-101.1% |