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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 | $33,270 | $161,352-79.4% | $134,172-75.2% | $137,256-75.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.16% | 28.72%-13.6pp | 25.30%-10.1pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,653 | $4,099-59.7% | $3,420-51.7% | $4,156-60.2% |
| Participant deferral / active EE | $2,315 | $5,552-58.3% | $4,690-50.6% | $6,407-63.9% |
| Admin fee / account holder | $9 | $15,028-99.9% | $12,016-99.9% | $12,270-99.9% |