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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 | $64,627 | $65,712-1.7% | $57,196+13.0% | $273,972-76.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.45% | 22.01%-14.6pp | 14.59%-7.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,490 | $3,280+6.4% | $2,683+30.1% | $4,869-28.3% |
| Participant deferral / active EE | $5,092 | $3,782+34.6% | $3,096+64.5% | $5,287-3.7% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |