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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 | $177,156-81.2% | $147,027-77.4% | $154,746-78.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.16% | 21.94%-6.8pp | 20.23%-5.1pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,653 | $4,336-61.9% | $3,626-54.4% | $4,379-62.3% |
| Participant deferral / active EE | $2,315 | $5,797-60.1% | $4,933-53.1% | $6,730-65.6% |
| Admin fee / account holder | $9 | $14,904-99.9% | $12,223-99.9% | $14,365-99.9% |