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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 | $32,061 | $153,311-79.1% | $109,313-70.7% | $273,972-88.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.86% | 29.86%-23.0pp | 22.07%-15.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,085 | $5,619-80.7% | $3,892-72.1% | $4,869-77.7% |
| Participant deferral / active EE | $1,404 | $3,932-64.3% | $3,166-55.7% | $5,287-73.5% |
| Admin fee / account holder | $2 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |