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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 | $63,390 | $100,970-37.2% | $96,576-34.4% | $137,256-53.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.03% | 38.16%-15.1pp | 38.47%-15.4pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,833 | $3,809-25.6% | $3,553-20.3% | $4,156-31.8% |
| Participant deferral / active EE | $5,469 | $8,286-34.0% | $7,956-31.3% | $6,407-14.6% |
| Admin fee / account holder | $79 | $11,312-99.3% | $11,381-99.3% | $12,270-99.4% |