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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 | $107,666-78.7% | $102,184-77.6% | $154,746-85.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 21.87% | 29.33%-7.5pp | 31.58%-9.7pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,685 | $3,846-56.2% | $3,594-53.1% | $4,379-61.5% |
| Participant deferral / active EE | $2,947 | $8,719-66.2% | $8,309-64.5% | $6,730-56.2% |
| Admin fee / account holder | $199 | $12,943-98.5% | $11,609-98.3% | $14,365-98.6% |