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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 | $18,923 | $65,712-71.2% | $57,196-66.9% | $273,972-93.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.01% | 22.01%-17.0pp | 14.59%-9.6pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,141 | $3,280-65.2% | $2,683-57.5% | $4,869-76.6% |
| Participant deferral / active EE | $1,430 | $3,782-62.2% | $3,096-53.8% | $5,287-72.9% |
| Admin fee / account holder | $47 | $4,838-99.0% | $3,141-98.5% | $10,133-99.5% |