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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 | $95,453-49.6% | $112,040-57.0% | $82,448-41.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.35% | 23.92%-4.6pp | 24.52%-5.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,829 | $2,318-21.1% | $2,954-38.1% | $2,551-28.3% |
| Participant deferral / active EE | $4,030 | $4,224-4.6% | $5,098-20.9% | $4,139-2.6% |
| Admin fee / account holder | $166 | $9,013-98.2% | $12,098-98.6% | $7,234-97.7% |