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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 | $21,426 | $112,729-81.0% | $98,716-78.3% | $137,256-84.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.36% | 38.48%-21.1pp | 31.81%-14.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $988 | $2,725-63.7% | $2,279-56.6% | $4,156-76.2% |
| Participant deferral / active EE | $4,154 | $4,640-10.5% | $4,048+2.6% | $6,407-35.2% |
| Admin fee / account holder | $19 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |