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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 | $44,372 | $106,524-58.3% | $152,301-70.9% | $87,485-49.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.27% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.8pp |
| Employer contribution / active EE | $4,160 | $3,371+23.4% | $4,624-10.0% | $2,596+60.2% |
| Participant deferral / active EE | $3,731 | $6,525-42.8% | $8,004-53.4% | $4,274-12.7% |
| Admin fee / account holder | $113 | $8,287-98.6% | $14,398-99.2% | $7,775-98.5% |