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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 | $57,262 | $153,311-62.6% | $109,313-47.6% | $273,972-79.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.65% | 29.86%-19.2pp | 22.07%-11.4pp | 41.46%-30.8pp |
| Employer contribution / active EE | $3,157 | $5,619-43.8% | $3,892-18.9% | $4,869-35.2% |
| Participant deferral / active EE | $17,785 | $3,932+352.3% | $3,166+461.7% | $5,287+236.4% |
| Admin fee / account holder | $10 | $8,076-99.9% | $5,666-99.8% | $10,133-99.9% |