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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 | $44,742 | $97,125-53.9% | $86,233-48.1% | $137,256-67.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.18% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,569 | $2,841-44.8% | $2,504-37.4% | $4,156-62.3% |
| Participant deferral / active EE | $1,094 | $5,180-78.9% | $4,559-76.0% | $6,407-82.9% |
| Admin fee / account holder | $78 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |