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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 | $33,798 | $104,251-67.6% | $91,004-62.9% | $147,586-77.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.55% | 27.06%-7.5pp | 4.60%+15.0pp | 578.59%-559.0pp |
| Employer contribution / active EE | $2,585 | $3,116-17.0% | $2,456+5.3% | $4,876-47.0% |
| Participant deferral / active EE | $4,886 | $4,195+16.5% | $3,548+37.7% | $5,439-10.2% |
| Admin fee / account holder | $71 | $8,948-99.2% | $5,417-98.7% | $10,886-99.3% |