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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 | $46,845 | $181,896-74.2% | $156,551-70.1% | $273,972-82.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.04% | 30.74%-20.7pp | 32.23%-22.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $3,409 | $6,248-45.4% | $5,501-38.0% | $4,869-30.0% |
| Participant deferral / active EE | $2,122 | $5,550-61.8% | $4,871-56.4% | $5,287-59.9% |
| Admin fee / account holder | $11 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |