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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 | $59,627 | $99,345-40.0% | $84,753-29.6% | $273,972-78.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.79% | 22.93%-19.1pp | 22.78%-19.0pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,366 | $4,214-67.6% | $3,574-61.8% | $4,869-71.9% |
| Participant deferral / active EE | $7,160 | $4,270+67.7% | $3,712+92.9% | $5,287+35.4% |
| Admin fee / account holder | $36 | $6,645-99.5% | $5,333-99.3% | $10,133-99.6% |