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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 | $35,181 | $181,896-80.7% | $156,551-77.5% | $273,972-87.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.93% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $3,400 | $6,248-45.6% | $5,501-38.2% | $4,869-30.2% |
| Participant deferral / active EE | $3,916 | $5,550-29.4% | $4,871-19.6% | $5,287-25.9% |
| Admin fee / account holder | $121 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |