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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 | $90,431 | $167,415-46.0% | $140,514-35.6% | $198,609-54.5% |
| Participation rate | 95.2% | 80.9%+14.4pp | 77.8%+17.4pp | 82.4%+12.9pp |
| Annual return | 15.46% | 13.85%+1.6pp | 14.36%+1.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $1,642 | $4,088-59.8% | $3,378-51.4% | $5,055-67.5% |
| Participant deferral / active EE | $3,294 | $5,579-41.0% | $4,919-33.0% | $6,977-52.8% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |