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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 | $31,085 | $65,712-52.7% | $57,196-45.7% | $273,972-88.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.08% | 22.01%-12.9pp | 14.59%-5.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,015 | $3,280-69.1% | $2,683-62.2% | $4,869-79.2% |
| Participant deferral / active EE | $2,983 | $3,782-21.1% | $3,096-3.7% | $5,287-43.6% |
| Admin fee / account holder | $6 | $4,838-99.9% | $3,141-99.8% | $10,133-99.9% |