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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 | $13,272 | $49,024-72.9% | $112,860-88.2% | $87,485-84.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 66.3%+33.7pp | 68.9%+31.1pp |
| Annual return | 20.78% | 43.86%-23.1pp | 35.26%-14.5pp | 26.06%-5.3pp |
| Employer contribution / active EE | $1,528 | $1,290+18.4% | $2,206-30.7% | $2,596-41.1% |
| Participant deferral / active EE | $2,049 | $2,209-7.2% | $3,493-41.3% | $4,274-52.1% |
| Admin fee / account holder | $224 | $6,266-96.4% | $6,841-96.7% | $7,775-97.1% |