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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 | $179,672 | $88,707+102.5% | $74,184+142.2% | $273,972-34.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.34% | 11.94%-6.6pp | 17.74%-12.4pp | 41.46%-36.1pp |
| Employer contribution / active EE | $7,500 | $3,159+137.4% | $2,370+216.4% | $4,869+54.0% |
| Participant deferral / active EE | $3,740 | $4,212-11.2% | $3,550+5.4% | $5,287-29.3% |
| Admin fee / account holder | $75 | $8,717-99.1% | $5,586-98.7% | $10,133-99.3% |