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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 | $27,419 | $136,860-80.0% | $120,344-77.2% | $154,746-82.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 18.57% | 21.38%-2.8pp | 20.30%-1.7pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,068 | $3,533-41.5% | $3,020-31.5% | $4,379-52.8% |
| Participant deferral / active EE | $3,888 | $5,793-32.9% | $5,135-24.3% | $6,730-42.2% |
| Admin fee / account holder | $178 | $15,393-98.8% | $12,742-98.6% | $14,365-98.8% |