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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 | $39,140 | $96,562-59.5% | $80,976-51.7% | $273,968-85.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.94% | 15.14%-11.2pp | 17.10%-13.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $3,084 | $4,868-36.6% | $3,714-17.0% | $4,869-36.7% |
| Participant deferral / active EE | $6,699 | $6,597+1.5% | $5,696+17.6% | $5,287+26.7% |
| Admin fee / account holder | $72 | $7,493-99.0% | $5,516-98.7% | $10,132-99.3% |