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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 | $50,417 | $96,558-47.8% | $80,977-37.7% | $273,972-81.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 11.55% | 15.14%-3.6pp | 17.11%-5.6pp | 41.46%-29.9pp |
| Employer contribution / active EE | $3,291 | $4,869-32.4% | $3,715-11.4% | $4,869-32.4% |
| Participant deferral / active EE | $3,767 | $6,598-42.9% | $5,696-33.9% | $5,287-28.8% |
| Admin fee / account holder | $162 | $7,493-97.8% | $5,517-97.1% | $10,133-98.4% |