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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 | $20,459 | $87,546-76.6% | $75,784-73.0% | $125,389-83.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2.42% | 13.49%-11.1pp | 9.68%-7.3pp | 282.24%-279.8pp |
| Employer contribution / active EE | $972 | $3,930-75.3% | $3,323-70.7% | $4,866-80.0% |
| Participant deferral / active EE | $2,630 | $4,230-37.8% | $3,652-28.0% | $5,352-50.9% |
| Admin fee / account holder | $3 | $6,503-100.0% | $5,300-99.9% | $9,541-100.0% |