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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 | $97,289-56.9% | $92,805-54.8% | $155,188-73.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 20.82% | 29.03%-8.2pp | 31.59%-10.8pp | 148.84%-128.0pp |
| Employer contribution / active EE | $4,975 | $3,632+37.0% | $3,424+45.3% | $4,248+17.1% |
| Participant deferral / active EE | $7,379 | $8,795-16.1% | $8,448-12.7% | $6,531+13.0% |
| Admin fee / account holder | $202 | $12,015-98.3% | $10,911-98.2% | $14,480-98.6% |