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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 | $64,624 | $153,769-58.0% | $133,975-51.8% | $273,972-76.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.44% | 36.51%-26.1pp | 29.29%-18.9pp | 41.46%-31.0pp |
| Employer contribution / active EE | $2,244 | $6,029-62.8% | $5,211-56.9% | $4,869-53.9% |
| Participant deferral / active EE | $13,383 | $6,958+92.3% | $6,282+113.0% | $5,287+153.1% |
| Admin fee / account holder | $17 | $11,765-99.9% | $9,324-99.8% | $10,133-99.8% |