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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 | $60,169 | $100,970-40.4% | $96,576-37.7% | $137,256-56.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.71% | 38.16%-17.4pp | 38.47%-17.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,209 | $3,809-68.2% | $3,553-66.0% | $4,156-70.9% |
| Participant deferral / active EE | $7,765 | $8,286-6.3% | $7,956-2.4% | $6,407+21.2% |
| Admin fee / account holder | $146 | $11,312-98.7% | $11,381-98.7% | $12,270-98.8% |