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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 | $16,521 | $65,712-74.9% | $57,196-71.1% | $273,972-94.0% |
| Participation rate | 91.3% | 78.3%+13.0pp | 75.3%+16.0pp | 83.0%+8.3pp |
| Annual return | 0.00% | 22.01%-22.0pp | 14.59%-14.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,291 | $3,280+61.3% | $2,683+97.2% | $4,869+8.7% |
| Participant deferral / active EE | $8,411 | $3,782+122.4% | $3,096+171.7% | $5,287+59.1% |
| Admin fee / account holder | $46 | $4,838-99.0% | $3,141-98.5% | $10,133-99.5% |