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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 | $51,007 | $95,404-46.5% | $113,397-55.0% | $82,637-38.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.87% | 19.08%-0.2pp | 23.20%-4.3pp | 53.51%-34.6pp |
| Employer contribution / active EE | $2,740 | $2,307+18.8% | $2,977-8.0% | $2,552+7.4% |
| Participant deferral / active EE | $3,919 | $4,220-7.1% | $5,076-22.8% | $4,126-5.0% |
| Admin fee / account holder | $85 | $9,168-99.1% | $11,957-99.3% | $7,339-98.8% |