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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 | $25,669 | $52,379-51.0% | $46,225-44.5% | $273,972-90.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 15.71% | 7.23%+8.5pp | 7.57%+8.1pp | 41.46%-25.7pp |
| Employer contribution / active EE | $1,691 | $4,226-60.0% | $3,424-50.6% | $4,869-65.3% |
| Participant deferral / active EE | $3,381 | $4,660-27.4% | $3,776-10.5% | $5,287-36.1% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,133-100.0% |