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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 | $30,858 | $99,345-68.9% | $84,753-63.6% | $273,972-88.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.24% | 22.93%-12.7pp | 22.78%-12.5pp | 41.46%-31.2pp |
| Employer contribution / active EE | $3,463 | $4,214-17.8% | $3,574-3.1% | $4,869-28.9% |
| Participant deferral / active EE | $7,987 | $4,270+87.1% | $3,712+115.2% | $5,287+51.1% |
| Admin fee / account holder | $287 | $6,645-95.7% | $5,333-94.6% | $10,133-97.2% |