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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 | $23,462 | $77,574-69.8% | $108,753-78.4% | $86,983-73.0% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 18.29% | 18.42%-0.1pp | 37.47%-19.2pp | 25.83%-7.5pp |
| Employer contribution / active EE | $1,983 | $1,611+23.1% | $2,427-18.3% | $2,584-23.3% |
| Participant deferral / active EE | $5,067 | $3,128+62.0% | $4,115+23.1% | $4,194+20.8% |
| Admin fee / account holder | $196 | $6,529-97.0% | $10,320-98.1% | $7,856-97.5% |