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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 | $32,272 | $123,155-73.8% | $108,753-70.3% | $155,188-79.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 23.81% | 44.73%-20.9pp | 37.47%-13.7pp | 148.84%-125.0pp |
| Employer contribution / active EE | $2,326 | $2,811-17.3% | $2,427-4.1% | $4,248-45.2% |
| Participant deferral / active EE | $4,374 | $4,623-5.4% | $4,115+6.3% | $6,531-33.0% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,320-99.8% | $14,480-99.9% |