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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 | $68,028 | $88,707-23.3% | $74,184-8.3% | $273,972-75.2% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 3.71% | 11.94%-8.2pp | 17.74%-14.0pp | 41.46%-37.7pp |
| Employer contribution / active EE | $6,477 | $3,159+105.0% | $2,370+173.3% | $4,869+33.0% |
| Participant deferral / active EE | $2,862 | $4,212-32.0% | $3,550-19.4% | $5,287-45.9% |
| Admin fee / account holder | $125 | $8,717-98.6% | $5,586-97.8% | $10,133-98.8% |