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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 | $24,884 | $55,684-55.3% | $75,900-67.2% | $72,976-65.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 18.69% | 27.60%-8.9pp | 30.73%-12.0pp | 81.02%-62.3pp |
| Employer contribution / active EE | $1,151 | $1,687-31.8% | $2,501-54.0% | $2,440-52.8% |
| Participant deferral / active EE | $2,534 | $2,634-3.8% | $3,604-29.7% | $3,608-29.8% |
| Admin fee / account holder | $265 | $3,981-93.3% | $5,421-95.1% | $5,124-94.8% |