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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 | $74,655 | $93,064-19.8% | $74,577+0.1% | $273,972-72.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.49% | 26.18%-17.7pp | 20.47%-12.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $3,785 | $3,160+19.8% | $2,525+49.9% | $4,869-22.2% |
| Participant deferral / active EE | $8,666 | $4,160+108.3% | $3,458+150.6% | $5,287+63.9% |
| Admin fee / account holder | $229 | $5,273-95.7% | $4,138-94.5% | $10,133-97.7% |