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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 | $42,154 | $88,707-52.5% | $74,184-43.2% | $273,972-84.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.80% | 11.94%-4.1pp | 17.74%-9.9pp | 41.46%-33.7pp |
| Employer contribution / active EE | $5,905 | $3,159+86.9% | $2,370+149.1% | $4,869+21.3% |
| Participant deferral / active EE | $4,461 | $4,212+5.9% | $3,550+25.7% | $5,287-15.6% |
| Admin fee / account holder | $43 | $8,717-99.5% | $5,586-99.2% | $10,133-99.6% |