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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 | $9,842 | $94,439-89.6% | $73,658-86.6% | $154,746-93.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 22.80% | 28.25%-5.4pp | 29.72%-6.9pp | 172.34%-149.5pp |
| Employer contribution / active EE | $1,114 | $1,257-11.4% | $1,032+7.9% | $4,379-74.6% |
| Participant deferral / active EE | $1,279 | $2,527-49.4% | $2,062-38.0% | $6,730-81.0% |
| Admin fee / account holder | $249 | $3,843-93.5% | $3,357-92.6% | $14,365-98.3% |