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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 | $36,507 | $92,798-60.7% | $96,707-62.3% | $137,256-73.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 19.60% | 31.24%-11.6pp | 34.78%-15.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,608 | $4,147-37.1% | $4,191-37.8% | $4,156-37.2% |
| Participant deferral / active EE | $4,166 | $5,877-29.1% | $5,997-30.5% | $6,407-35.0% |
| Admin fee / account holder | $221 | $7,946-97.2% | $7,503-97.1% | $12,270-98.2% |