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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 | $57,374 | $58,512-1.9% | $84,020-31.7% | $72,983-21.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.36% | 28.93%-9.6pp | 71.31%-52.0pp | 81.01%-61.6pp |
| Employer contribution / active EE | $4,130 | $1,163+255.1% | $1,984+108.2% | $2,440+69.3% |
| Participant deferral / active EE | $2,167 | $2,394-9.5% | $3,239-33.1% | $3,608-39.9% |
| Admin fee / account holder | $13 | $4,569-99.7% | $6,101-99.8% | $5,124-99.7% |