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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 | $39,465 | $181,896-78.3% | $156,551-74.8% | $273,972-85.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.43% | 30.74%-12.3pp | 32.23%-13.8pp | 41.46%-23.0pp |
| Employer contribution / active EE | $2,714 | $6,248-56.6% | $5,501-50.7% | $4,869-44.3% |
| Participant deferral / active EE | $10,029 | $5,550+80.7% | $4,871+105.9% | $5,287+89.7% |
| Admin fee / account holder | $177 | $15,560-98.9% | $13,028-98.6% | $10,133-98.3% |