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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 | $22,899 | $100,970-77.3% | $96,576-76.3% | $137,256-83.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.87% | 38.16%-16.3pp | 38.47%-16.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,685 | $3,809-55.8% | $3,553-52.6% | $4,156-59.5% |
| Participant deferral / active EE | $2,947 | $8,286-64.4% | $7,956-63.0% | $6,407-54.0% |
| Admin fee / account holder | $199 | $11,312-98.2% | $11,381-98.3% | $12,270-98.4% |