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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 | $28,739 | $100,970-71.5% | $96,576-70.2% | $137,256-79.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.33% | 38.16%-18.8pp | 38.47%-19.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,828 | $3,809-25.8% | $3,553-20.4% | $4,156-32.0% |
| Participant deferral / active EE | $6,021 | $8,286-27.3% | $7,956-24.3% | $6,407-6.0% |
| Admin fee / account holder | $119 | $11,312-98.9% | $11,381-99.0% | $12,270-99.0% |