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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 | $27,665 | $99,345-72.2% | $84,753-67.4% | $273,972-89.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.36% | 22.93%-13.6pp | 22.78%-13.4pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,354 | $4,214-44.1% | $3,574-34.2% | $4,869-51.7% |
| Participant deferral / active EE | $4,352 | $4,270+1.9% | $3,712+17.2% | $5,287-17.7% |
| Admin fee / account holder | $254 | $6,645-96.2% | $5,333-95.2% | $10,133-97.5% |