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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 | $32,143 | $106,247-69.7% | $96,515-66.7% | $139,466-77.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.71% | 38.47%-20.8pp | 35.73%-18.0pp | 373.66%-356.0pp |
| Employer contribution / active EE | $2,565 | $4,106-37.5% | $3,740-31.4% | $4,754-46.0% |
| Participant deferral / active EE | $2,246 | $5,456-58.8% | $4,880-54.0% | $6,712-66.5% |
| Admin fee / account holder | $53 | $7,885-99.3% | $6,735-99.2% | $11,409-99.5% |