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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 | $93,344 | $112,729-17.2% | $98,716-5.4% | $137,256-32.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.37% | 38.48%-27.1pp | 31.81%-20.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,000 | $2,725-63.3% | $2,279-56.1% | $4,156-76.0% |
| Participant deferral / active EE | $2,498 | $4,640-46.2% | $4,048-38.3% | $6,407-61.0% |
| Admin fee / account holder | $175 | $10,129-98.3% | $8,703-98.0% | $12,270-98.6% |