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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 | $32,525 | $181,896-82.1% | $156,551-79.2% | $273,972-88.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.00% | 30.74%-14.7pp | 32.23%-16.2pp | 41.46%-25.5pp |
| Employer contribution / active EE | $1,598 | $6,248-74.4% | $5,501-71.0% | $4,869-67.2% |
| Participant deferral / active EE | $5,141 | $5,550-7.4% | $4,871+5.5% | $5,287-2.8% |
| Admin fee / account holder | $75 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |