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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 | $45,684 | $100,970-54.8% | $96,576-52.7% | $137,256-66.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.87% | 38.16%-17.3pp | 38.47%-17.6pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,897 | $3,809+2.3% | $3,553+9.7% | $4,156-6.2% |
| Participant deferral / active EE | $7,532 | $8,286-9.1% | $7,956-5.3% | $6,407+17.6% |
| Admin fee / account holder | $161 | $11,312-98.6% | $11,381-98.6% | $12,270-98.7% |