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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 | $71,458 | $58,512+22.1% | $84,020-15.0% | $72,983-2.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.63% | 28.93%-7.3pp | 71.31%-49.7pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,514 | $1,163+30.2% | $1,984-23.7% | $2,440-38.0% |
| Participant deferral / active EE | $6,476 | $2,394+170.5% | $3,239+99.9% | $3,608+79.5% |
| Admin fee / account holder | $68 | $4,569-98.5% | $6,101-98.9% | $5,124-98.7% |