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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 | $56,054 | $181,896-69.2% | $156,551-64.2% | $273,972-79.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.77% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,242 | $6,248-64.1% | $5,501-59.2% | $4,869-53.9% |
| Participant deferral / active EE | $2,867 | $5,550-48.3% | $4,871-41.2% | $5,287-45.8% |
| Admin fee / account holder | $285 | $15,560-98.2% | $13,028-97.8% | $10,133-97.2% |