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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 | $30,041 | $99,345-69.8% | $84,753-64.6% | $273,972-89.0% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 11.76% | 22.93%-11.2pp | 22.78%-11.0pp | 41.46%-29.7pp |
| Employer contribution / active EE | $1,719 | $4,214-59.2% | $3,574-51.9% | $4,869-64.7% |
| Participant deferral / active EE | $4,119 | $4,270-3.5% | $3,712+11.0% | $5,287-22.1% |
| Admin fee / account holder | $16 | $6,645-99.8% | $5,333-99.7% | $10,133-99.8% |