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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 | $76,679 | $96,562-20.6% | $80,976-5.3% | $273,968-72.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.64% | 15.14%-8.5pp | 17.10%-10.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $24,576 | $4,868+404.8% | $3,714+561.7% | $4,869+404.8% |
| Participant deferral / active EE | $11,021 | $6,597+67.0% | $5,696+93.5% | $5,287+108.4% |
| Admin fee / account holder | $235 | $7,493-96.9% | $5,516-95.7% | $10,132-97.7% |