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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 | $29,082 | $76,407-61.9% | $150,298-80.7% | $82,448-64.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.55% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,451 | $2,614-44.5% | $4,154-65.1% | $2,551-43.1% |
| Participant deferral / active EE | $3,981 | $3,214+23.8% | $5,453-27.0% | $4,139-3.8% |
| Admin fee / account holder | $149 | $6,352-97.6% | $14,116-98.9% | $7,234-97.9% |