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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 | $93,325 | $167,415-44.3% | $140,514-33.6% | $198,609-53.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 17.48% | 13.85%+3.6pp | 14.36%+3.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $1,858 | $4,088-54.6% | $3,378-45.0% | $5,055-63.3% |
| Participant deferral / active EE | $4,568 | $5,579-18.1% | $4,919-7.1% | $6,977-34.5% |
| Admin fee / account holder | $37 | $16,730-99.8% | $13,697-99.7% | $19,030-99.8% |