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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 | $40,101 | $181,896-78.0% | $156,551-74.4% | $273,972-85.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.54% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,383 | $6,248-77.9% | $5,501-74.9% | $4,869-71.6% |
| Participant deferral / active EE | $3,430 | $5,550-38.2% | $4,871-29.6% | $5,287-35.1% |
| Admin fee / account holder | $216 | $15,560-98.6% | $13,028-98.3% | $10,133-97.9% |