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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 | $61,760 | $93,064-33.6% | $74,577-17.2% | $273,970-77.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.42% | 26.18%-16.8pp | 20.47%-11.0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $2,708 | $3,160-14.3% | $2,525+7.2% | $4,869-44.4% |
| Participant deferral / active EE | $5,602 | $4,160+34.6% | $3,458+62.0% | $5,287+6.0% |
| Admin fee / account holder | $12 | $5,273-99.8% | $4,138-99.7% | $10,132-99.9% |