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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 | $72,329 | $96,956-25.4% | $69,779+3.7% | $273,972-73.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.45% | 12.93%-8.5pp | 12.99%-8.5pp | 41.46%-37.0pp |
| Employer contribution / active EE | $6,060 | $3,316+82.8% | $2,338+159.2% | $4,869+24.5% |
| Participant deferral / active EE | $8,275 | $3,744+121.0% | $2,931+182.4% | $5,287+56.5% |
| Admin fee / account holder | $200 | $7,934-97.5% | $4,381-95.4% | $10,133-98.0% |