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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 | $72,813 | $93,064-21.8% | $74,577-2.4% | $273,972-73.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.53% | 26.18%-17.7pp | 20.47%-11.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,906 | $3,160-39.7% | $2,525-24.5% | $4,869-60.8% |
| Participant deferral / active EE | $4,396 | $4,160+5.7% | $3,458+27.1% | $5,287-16.9% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |