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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 | $40,355 | $93,064-56.6% | $74,577-45.9% | $273,972-85.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.99% | 26.18%-21.2pp | 20.47%-15.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,008 | $3,160-68.1% | $2,525-60.1% | $4,869-79.3% |
| Participant deferral / active EE | $4,918 | $4,160+18.2% | $3,458+42.2% | $5,287-7.0% |
| Admin fee / account holder | $55 | $5,273-99.0% | $4,138-98.7% | $10,133-99.5% |