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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 | $18,511 | $102,609-82.0% | $98,090-81.1% | $138,895-86.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 18.91% | 36.44%-17.5pp | 37.05%-18.1pp | 145.39%-126.5pp |
| Employer contribution / active EE | $5,323 | $3,867+37.7% | $3,606+47.6% | $4,194+26.9% |
| Participant deferral / active EE | $2,435 | $8,167-70.2% | $7,845-69.0% | $6,396-61.9% |
| Admin fee / account holder | $165 | $11,434-98.6% | $11,815-98.6% | $12,562-98.7% |