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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 | $21,617 | $99,345-78.2% | $84,753-74.5% | $273,972-92.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.55% | 22.93%-19.4pp | 22.78%-19.2pp | 41.46%-37.9pp |
| Employer contribution / active EE | $2,580 | $4,214-38.8% | $3,574-27.8% | $4,869-47.0% |
| Participant deferral / active EE | $5,109 | $4,270+19.7% | $3,712+37.6% | $5,287-3.4% |
| Admin fee / account holder | $31 | $6,645-99.5% | $5,333-99.4% | $10,133-99.7% |