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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 | $27,670 | $182,442-84.8% | $163,379-83.1% | $138,895-80.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 21.80% | 72.74%-50.9pp | 63.41%-41.6pp | 145.39%-123.6pp |
| Employer contribution / active EE | $2,878 | $4,159-30.8% | $3,752-23.3% | $4,194-31.4% |
| Participant deferral / active EE | $3,237 | $6,817-52.5% | $6,282-48.5% | $6,396-49.4% |
| Admin fee / account holder | $103 | $10,396-99.0% | $9,818-99.0% | $12,562-99.2% |