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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 | $12,146 | $112,729-89.2% | $98,716-87.7% | $137,256-91.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 28.67% | 38.48%-9.8pp | 31.81%-3.1pp | 220.34%-191.7pp |
| Employer contribution / active EE | $1,675 | $2,725-38.6% | $2,279-26.5% | $4,156-59.7% |
| Participant deferral / active EE | $4,490 | $4,640-3.2% | $4,048+10.9% | $6,407-29.9% |
| Admin fee / account holder | $98 | $10,129-99.0% | $8,703-98.9% | $12,270-99.2% |