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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 | $28,326 | $136,307-79.2% | $106,619-73.4% | $273,972-89.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.08% | 11.05%-2.0pp | 9.42%-0.3pp | 41.46%-32.4pp |
| Employer contribution / active EE | $2,184 | $5,190-57.9% | $3,947-44.7% | $4,869-55.1% |
| Participant deferral / active EE | $5,073 | $4,969+2.1% | $3,930+29.1% | $5,287-4.1% |
| Admin fee / account holder | $116 | $8,625-98.7% | $6,418-98.2% | $10,133-98.9% |