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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 | $45,400 | $95,453-52.4% | $112,040-59.5% | $82,448-44.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.65% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $751 | $2,318-67.6% | $2,954-74.6% | $2,551-70.5% |
| Participant deferral / active EE | $3,335 | $4,224-21.0% | $5,098-34.6% | $4,139-19.4% |
| Admin fee / account holder | $256 | $9,013-97.2% | $12,098-97.9% | $7,234-96.5% |