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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 | $51,130 | $99,345-48.5% | $84,753-39.7% | $273,972-81.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.94% | 22.93%-15.0pp | 22.78%-14.8pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,853 | $4,214-32.3% | $3,574-20.2% | $4,869-41.4% |
| Participant deferral / active EE | $5,050 | $4,270+18.3% | $3,712+36.0% | $5,287-4.5% |
| Admin fee / account holder | $164 | $6,645-97.5% | $5,333-96.9% | $10,133-98.4% |