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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 | $61,263 | $99,345-38.3% | $84,753-27.7% | $273,972-77.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.17% | 22.93%-15.8pp | 22.78%-15.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $3,156 | $4,214-25.1% | $3,574-11.7% | $4,869-35.2% |
| Participant deferral / active EE | $13,210 | $4,270+209.4% | $3,712+255.9% | $5,287+149.8% |
| Admin fee / account holder | $98 | $6,645-98.5% | $5,333-98.2% | $10,133-99.0% |