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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 | $19,037 | $124,980-84.8% | $108,359-82.4% | $154,746-87.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.61% | 45.00%-27.4pp | 36.89%-19.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,647 | $2,851-42.2% | $2,399-31.3% | $4,379-62.4% |
| Participant deferral / active EE | $5,264 | $4,743+11.0% | $4,137+27.2% | $6,730-21.8% |
| Admin fee / account holder | $120 | $11,502-99.0% | $9,741-98.8% | $14,365-99.2% |