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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 | $20,388 | $37,446-45.6% | $77,552-73.7% | $79,856-74.5% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 12.44% | 39.76%-27.3pp | 54.82%-42.4pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,845 | $637+503.5% | $987+289.7% | $2,471+55.6% |
| Participant deferral / active EE | $3,650 | $1,261+189.5% | $1,861+96.1% | $3,741-2.4% |
| Admin fee / account holder | $171 | $2,506-93.2% | $2,859-94.0% | $5,306-96.8% |