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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 | $49,289 | $99,345-50.4% | $84,753-41.8% | $273,972-82.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.54% | 22.93%-14.4pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $4,731 | $4,214+12.3% | $3,574+32.4% | $4,869-2.8% |
| Participant deferral / active EE | $7,556 | $4,270+77.0% | $3,712+103.6% | $5,287+42.9% |
| Admin fee / account holder | $216 | $6,645-96.8% | $5,333-96.0% | $10,133-97.9% |