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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 | $41,924 | $102,609-59.1% | $98,090-57.3% | $138,895-69.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 20.82% | 36.44%-15.6pp | 37.05%-16.2pp | 145.39%-124.6pp |
| Employer contribution / active EE | $4,975 | $3,867+28.6% | $3,606+37.9% | $4,194+18.6% |
| Participant deferral / active EE | $7,379 | $8,167-9.7% | $7,845-5.9% | $6,396+15.4% |
| Admin fee / account holder | $202 | $11,434-98.2% | $11,815-98.3% | $12,562-98.4% |