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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 | $10,361 | $87,166-88.1% | $76,735-86.5% | $137,256-92.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 28.52% | 26.50%+2.0pp | 29.77%-1.2pp | 220.34%-191.8pp |
| Employer contribution / active EE | $1,216 | $2,904-58.1% | $2,454-50.5% | $4,156-70.7% |
| Participant deferral / active EE | $1,530 | $4,726-67.6% | $4,088-62.6% | $6,407-76.1% |
| Admin fee / account holder | $160 | $8,403-98.1% | $7,189-97.8% | $12,270-98.7% |