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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 | $31,242 | $124,425-74.9% | $112,040-72.1% | $137,256-77.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.07% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,878 | $3,411-44.9% | $2,954-36.4% | $4,156-54.8% |
| Participant deferral / active EE | $5,667 | $5,718-0.9% | $5,098+11.2% | $6,407-11.5% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |