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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 | $75,541-61.5% | $152,093-80.9% | $82,637-64.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.55% | 32.56%-18.0pp | 66.36%-51.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,451 | $2,622-44.7% | $4,175-65.2% | $2,552-43.1% |
| Participant deferral / active EE | $3,981 | $3,206+24.2% | $5,451-27.0% | $4,126-3.5% |
| Admin fee / account holder | $149 | $6,405-97.7% | $14,497-99.0% | $7,339-98.0% |