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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 | $41,612 | $88,707-53.1% | $74,184-43.9% | $273,972-84.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.83% | 11.94%-3.1pp | 17.74%-8.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,599 | $3,159-17.8% | $2,370+9.6% | $4,869-46.6% |
| Participant deferral / active EE | $2,529 | $4,212-39.9% | $3,550-28.8% | $5,287-52.2% |
| Admin fee / account holder | $257 | $8,717-97.1% | $5,586-95.4% | $10,133-97.5% |