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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 | $28,977 | $108,212-73.2% | $77,513-62.6% | $158,966-81.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 5.69% | 31.67%-26.0pp | 54.81%-49.1pp | 302.95%-297.3pp |
| Employer contribution / active EE | $1,342 | $1,325+1.3% | $987+36.0% | $4,762-71.8% |
| Participant deferral / active EE | $3,059 | $2,455+24.6% | $1,861+64.4% | $5,983-48.9% |
| Admin fee / account holder | $169 | $3,709-95.4% | $2,859-94.1% | $11,250-98.5% |