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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 | $21,372 | $54,757-61.0% | $90,304-76.3% | $72,975-70.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.63% | 30.63%-7.0pp | 78.13%-54.5pp | 81.01%-57.4pp |
| Employer contribution / active EE | $4,369 | $2,093+108.7% | $2,855+53.1% | $2,440+79.1% |
| Participant deferral / active EE | $2,482 | $2,887-14.0% | $3,885-36.1% | $3,608-31.2% |
| Admin fee / account holder | $223 | $3,973-94.4% | $5,354-95.8% | $5,124-95.6% |