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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 | $86,050-66.2% | $189,758-84.7% | $94,015-69.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.55% | 17.77%-3.2pp | 52.62%-38.1pp | 17.84%-3.3pp |
| Employer contribution / active EE | $1,451 | $2,819-48.5% | $4,767-69.6% | $2,790-48.0% |
| Participant deferral / active EE | $3,981 | $3,349+18.9% | $5,856-32.0% | $4,249-6.3% |
| Admin fee / account holder | $149 | $6,627-97.7% | $20,388-99.3% | $8,951-98.3% |