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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 | $36,446 | $112,729-67.7% | $98,716-63.1% | $137,256-73.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 17.09% | 38.48%-21.4pp | 31.81%-14.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,046 | $2,725-61.6% | $2,279-54.1% | $4,156-74.8% |
| Participant deferral / active EE | $3,828 | $4,640-17.5% | $4,048-5.4% | $6,407-40.3% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |