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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 | $35,918 | $100,970-64.4% | $96,576-62.8% | $137,256-73.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.20% | 38.16%-20.0pp | 38.47%-20.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $5,865 | $3,809+54.0% | $3,553+65.1% | $4,156+41.1% |
| Participant deferral / active EE | $14,661 | $8,286+76.9% | $7,956+84.3% | $6,407+128.8% |
| Admin fee / account holder | $174 | $11,312-98.5% | $11,381-98.5% | $12,270-98.6% |