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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 | $67,026 | $90,538-26.0% | $88,457-24.2% | $154,746-56.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 34.81% | 37.97%-3.2pp | 32.69%+2.1pp | 172.34%-137.5pp |
| Employer contribution / active EE | $1,945 | $4,914-60.4% | $4,681-58.5% | $4,379-55.6% |
| Participant deferral / active EE | $3,890 | $6,073-35.9% | $5,667-31.4% | $6,730-42.2% |
| Admin fee / account holder | $0 | $10,337-100.0% | $9,606-100.0% | $14,365-100.0% |