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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 | $63,841 | $76,551-16.6% | $123,894-48.5% | $62,881+1.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.53% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $6,308 | $2,882+118.8% | $4,617+36.6% | $2,281+176.6% |
| Participant deferral / active EE | $5,258 | $4,840+8.6% | $5,984-12.1% | $3,203+64.2% |
| Admin fee / account holder | $250 | $4,826-94.8% | $8,357-97.0% | $4,296-94.2% |