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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 | $70,473 | $88,707-20.6% | $74,184-5.0% | $273,972-74.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.62% | 11.94%-7.3pp | 17.74%-13.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,130 | $3,159-64.2% | $2,370-52.3% | $4,869-76.8% |
| Participant deferral / active EE | $3,890 | $4,212-7.7% | $3,550+9.6% | $5,287-26.4% |
| Admin fee / account holder | $232 | $8,717-97.3% | $5,586-95.8% | $10,133-97.7% |