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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 | $15,246 | $107,733-85.8% | $92,985-83.6% | $154,746-90.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 24.05% | 30.39%-6.3pp | 27.99%-3.9pp | 172.34%-148.3pp |
| Employer contribution / active EE | $1,214 | $3,126-61.2% | $2,662-54.4% | $4,379-72.3% |
| Participant deferral / active EE | $3,943 | $5,053-22.0% | $4,377-9.9% | $6,730-41.4% |
| Admin fee / account holder | $30 | $11,369-99.7% | $9,463-99.7% | $14,365-99.8% |