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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 | $18,990 | $112,729-83.2% | $98,716-80.8% | $137,256-86.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.48% | 38.48%-19.0pp | 31.81%-12.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,232 | $2,725-18.1% | $2,279-2.1% | $4,156-46.3% |
| Participant deferral / active EE | $4,548 | $4,640-2.0% | $4,048+12.4% | $6,407-29.0% |
| Admin fee / account holder | $265 | $10,129-97.4% | $8,703-97.0% | $12,270-97.8% |