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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 | $67,865 | $153,311-55.7% | $109,313-37.9% | $273,972-75.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.57% | 29.86%-24.3pp | 22.07%-16.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $790 | $5,619-85.9% | $3,892-79.7% | $4,869-83.8% |
| Participant deferral / active EE | $6,156 | $3,932+56.6% | $3,166+94.4% | $5,287+16.4% |
| Admin fee / account holder | $200 | $8,076-97.5% | $5,666-96.5% | $10,133-98.0% |