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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 | $30,477 | $81,276-62.5% | $155,574-80.4% | $80,925-62.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.64% | 33.36%-13.7pp | 64.87%-45.2pp | 35.65%-16.0pp |
| Employer contribution / active EE | $992 | $3,103-68.0% | $4,676-78.8% | $2,756-64.0% |
| Participant deferral / active EE | $3,787 | $3,453+9.7% | $5,629-32.7% | $4,299-11.9% |
| Admin fee / account holder | $217 | $7,993-97.3% | $15,914-98.6% | $6,940-96.9% |