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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 | $27,652 | $99,345-72.2% | $84,753-67.4% | $273,972-89.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.12% | 22.93%-11.8pp | 22.78%-11.7pp | 41.46%-30.3pp |
| Employer contribution / active EE | $3,241 | $4,214-23.1% | $3,574-9.3% | $4,869-33.4% |
| Participant deferral / active EE | $3,962 | $4,270-7.2% | $3,712+6.8% | $5,287-25.1% |
| Admin fee / account holder | $272 | $6,645-95.9% | $5,333-94.9% | $10,133-97.3% |