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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 | $102,609-41.4% | $98,090-38.7% | $138,895-56.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 20.71% | 36.44%-15.7pp | 37.05%-16.3pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,209 | $3,867-68.7% | $3,606-66.5% | $4,194-71.2% |
| Participant deferral / active EE | $7,765 | $8,167-4.9% | $7,845-1.0% | $6,396+21.4% |
| Admin fee / account holder | $146 | $11,434-98.7% | $11,815-98.8% | $12,562-98.8% |