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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 | $50,805 | $99,345-48.9% | $84,753-40.1% | $273,972-81.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.47% | 22.93%-19.5pp | 22.78%-19.3pp | 41.46%-38.0pp |
| Employer contribution / active EE | $2,968 | $4,214-29.6% | $3,574-17.0% | $4,869-39.0% |
| Participant deferral / active EE | $5,429 | $4,270+27.1% | $3,712+46.3% | $5,287+2.7% |
| Admin fee / account holder | $13 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |