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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 | $58,472 | $43,338+34.9% | $59,887-2.4% | $64,173-8.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.38% | -1.55%+9.9pp | 3.46%+4.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $949 | $2,030-53.3% | $2,722-65.1% | $2,381-60.1% |
| Participant deferral / active EE | $2,215 | $2,547-13.1% | $3,402-34.9% | $3,470-36.2% |
| Admin fee / account holder | $165 | $3,007-94.5% | $3,591-95.4% | $4,887-96.6% |