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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 | $53,605 | $105,623-49.2% | $87,502-38.7% | $273,972-80.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.94% | 12.26%-6.3pp | 12.21%-6.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $8,668 | $3,141+176.0% | $2,550+240.0% | $4,869+78.0% |
| Participant deferral / active EE | $8,934 | $3,601+148.1% | $3,149+183.7% | $5,287+69.0% |
| Admin fee / account holder | $248 | $4,781-94.8% | $4,221-94.1% | $10,133-97.5% |