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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 | $42,877 | $99,345-56.8% | $84,753-49.4% | $273,972-84.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.73% | 22.93%-16.2pp | 22.78%-16.1pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,315 | $4,214-68.8% | $3,574-63.2% | $4,869-73.0% |
| Participant deferral / active EE | $8,034 | $4,270+88.2% | $3,712+116.4% | $5,287+52.0% |
| Admin fee / account holder | $77 | $6,645-98.8% | $5,333-98.6% | $10,133-99.2% |