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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 | $30,405 | $88,996-65.8% | $78,004-61.0% | $138,895-78.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 19.90% | 28.03%-8.1pp | 31.07%-11.2pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,732 | $2,917-40.6% | $2,469-29.8% | $4,194-58.7% |
| Participant deferral / active EE | $2,780 | $4,724-41.2% | $4,092-32.1% | $6,396-56.5% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |