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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 | $53,637 | $99,345-46.0% | $84,753-36.7% | $273,972-80.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.79% | 22.93%-16.1pp | 22.78%-16.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $6,027 | $4,214+43.0% | $3,574+68.6% | $4,869+23.8% |
| Participant deferral / active EE | $2,885 | $4,270-32.4% | $3,712-22.3% | $5,287-45.4% |
| Admin fee / account holder | $12 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |