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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 | $54,777 | $103,949-47.3% | $69,182-20.8% | $273,972-80.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 5.17% | 35.28%-30.1pp | -21.93%+27.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $958 | $1,783-46.3% | $1,206-20.6% | $4,869-80.3% |
| Participant deferral / active EE | $2,395 | $2,716-11.8% | $1,897+26.3% | $5,287-54.7% |
| Admin fee / account holder | $73 | $3,671-98.0% | $2,697-97.3% | $10,133-99.3% |