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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 | $28,042 | $46,877-40.2% | $122,354-77.1% | $70,126-60.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 23.81% | 24.22%-0.4pp | 30.28%-6.5pp | 73.15%-49.3pp |
| Employer contribution / active EE | $1,498 | $1,288+16.3% | $4,051-63.0% | $2,343-36.1% |
| Participant deferral / active EE | $2,068 | $2,167-4.6% | $3,287-37.1% | $3,332-37.9% |
| Admin fee / account holder | $106 | $3,324-96.8% | $5,479-98.1% | $4,645-97.7% |