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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 | $38,291 | $184,014-79.2% | $161,149-76.2% | $138,895-72.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.77% | 21.52%-9.8pp | 21.16%-9.4pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,928 | $5,055-61.9% | $4,360-55.8% | $4,194-54.0% |
| Participant deferral / active EE | $4,700 | $6,909-32.0% | $6,153-23.6% | $6,396-26.5% |
| Admin fee / account holder | $165 | $18,027-99.1% | $15,194-98.9% | $12,562-98.7% |