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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 | $65,930 | $99,345-33.6% | $84,753-22.2% | $273,970-75.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.03% | 22.93%-11.9pp | 22.78%-11.8pp | 41.46%-30.4pp |
| Employer contribution / active EE | $1,944 | $4,214-53.9% | $3,574-45.6% | $4,869-60.1% |
| Participant deferral / active EE | $3,833 | $4,270-10.2% | $3,712+3.3% | $5,287-27.5% |
| Admin fee / account holder | $95 | $6,645-98.6% | $5,333-98.2% | $10,132-99.1% |