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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 | $26,921 | $182,442-85.2% | $163,379-83.5% | $138,895-80.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 19.80% | 72.74%-52.9pp | 63.41%-43.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $1,756 | $4,159-57.8% | $3,752-53.2% | $4,194-58.1% |
| Participant deferral / active EE | $2,689 | $6,817-60.5% | $6,282-57.2% | $6,396-58.0% |
| Admin fee / account holder | $12 | $10,396-99.9% | $9,818-99.9% | $12,562-99.9% |