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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 | $48,139 | $95,404-49.5% | $113,397-57.5% | $82,637-41.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.35% | 19.08%+0.3pp | 23.20%-3.8pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,829 | $2,307-20.7% | $2,977-38.6% | $2,552-28.3% |
| Participant deferral / active EE | $4,030 | $4,220-4.5% | $5,076-20.6% | $4,126-2.3% |
| Admin fee / account holder | $166 | $9,168-98.2% | $11,957-98.6% | $7,339-97.7% |