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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 | $27,489 | $63,082-56.4% | $81,726-66.4% | $79,856-65.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 21.38% | 22.66%-1.3pp | 29.49%-8.1pp | 31.71%-10.3pp |
| Employer contribution / active EE | $4,100 | $1,795+128.4% | $4,311-4.9% | $2,471+65.9% |
| Participant deferral / active EE | $4,634 | $2,780+66.7% | $7,108-34.8% | $3,741+23.9% |
| Admin fee / account holder | $209 | $4,428-95.3% | $5,160-96.0% | $5,306-96.1% |