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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 | $27,658 | $96,558-71.4% | $80,977-65.8% | $273,972-89.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.28% | 15.14%-8.9pp | 17.11%-10.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,965 | $4,869-59.6% | $3,715-47.1% | $4,869-59.6% |
| Participant deferral / active EE | $4,768 | $6,598-27.7% | $5,696-16.3% | $5,287-9.8% |
| Admin fee / account holder | $220 | $7,493-97.1% | $5,517-96.0% | $10,133-97.8% |