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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 | $20,186 | $112,729-82.1% | $98,716-79.6% | $137,256-85.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 25.19% | 38.48%-13.3pp | 31.81%-6.6pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,341 | $2,725-50.8% | $2,279-41.2% | $4,156-67.7% |
| Participant deferral / active EE | $4,483 | $4,640-3.4% | $4,048+10.8% | $6,407-30.0% |
| Admin fee / account holder | $69 | $10,129-99.3% | $8,703-99.2% | $12,270-99.4% |