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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 | $124,425-25.0% | $112,040-16.7% | $137,256-32.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.48% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,858 | $3,411-45.5% | $2,954-37.1% | $4,156-55.3% |
| Participant deferral / active EE | $4,568 | $5,718-20.1% | $5,098-10.4% | $6,407-28.7% |
| Admin fee / account holder | $37 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |