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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 | $45,738 | $177,156-74.2% | $147,027-68.9% | $154,746-70.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 20.69% | 21.94%-1.2pp | 20.23%+0.5pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,896 | $4,336-56.3% | $3,626-47.7% | $4,379-56.7% |
| Participant deferral / active EE | $4,088 | $5,797-29.5% | $4,933-17.1% | $6,730-39.3% |
| Admin fee / account holder | $30 | $14,904-99.8% | $12,223-99.8% | $14,365-99.8% |