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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 | $45,738 | $161,352-71.7% | $134,172-65.9% | $137,256-66.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 20.69% | 28.72%-8.0pp | 25.30%-4.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,896 | $4,099-53.8% | $3,420-44.6% | $4,156-54.4% |
| Participant deferral / active EE | $4,088 | $5,552-26.4% | $4,690-12.8% | $6,407-36.2% |
| Admin fee / account holder | $30 | $15,028-99.8% | $12,016-99.8% | $12,270-99.8% |