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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 | $81,305 | $181,898-55.3% | $156,552-48.1% | $273,970-70.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.98% | 30.74%-24.8pp | 32.23%-26.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $3,750 | $6,248-40.0% | $5,501-31.8% | $4,869-23.0% |
| Participant deferral / active EE | $6,349 | $5,550+14.4% | $4,871+30.3% | $5,287+20.1% |
| Admin fee / account holder | $61 | $15,560-99.6% | $13,028-99.5% | $10,132-99.4% |