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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 | $26,314 | $65,712-60.0% | $57,196-54.0% | $273,972-90.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 15.82% | 22.01%-6.2pp | 14.59%+1.2pp | 41.46%-25.6pp |
| Employer contribution / active EE | $2,313 | $3,280-29.5% | $2,683-13.8% | $4,869-52.5% |
| Participant deferral / active EE | $6,643 | $3,782+75.7% | $3,096+114.6% | $5,287+25.6% |
| Admin fee / account holder | $273 | $4,838-94.4% | $3,141-91.3% | $10,133-97.3% |