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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 | $28,598 | $136,860-79.1% | $120,344-76.2% | $154,746-81.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 22.51% | 21.38%+1.1pp | 20.30%+2.2pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,783 | $3,533-49.5% | $3,020-41.0% | $4,379-59.3% |
| Participant deferral / active EE | $4,259 | $5,793-26.5% | $5,135-17.1% | $6,730-36.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |