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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 | $40,650 | $88,707-54.2% | $74,184-45.2% | $273,972-85.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.44% | 11.94%-3.5pp | 17.74%-9.3pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,565 | $3,159-18.8% | $2,370+8.2% | $4,869-47.3% |
| Participant deferral / active EE | $3,235 | $4,212-23.2% | $3,550-8.9% | $5,287-38.8% |
| Admin fee / account holder | $26 | $8,717-99.7% | $5,586-99.5% | $10,133-99.7% |