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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 | $35,589 | $88,707-59.9% | $74,184-52.0% | $273,972-87.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.39% | 11.94%-3.5pp | 17.74%-9.3pp | 41.46%-33.1pp |
| Employer contribution / active EE | $9,365 | $3,159+196.4% | $2,370+295.1% | $4,869+92.3% |
| Participant deferral / active EE | $5,900 | $4,212+40.1% | $3,550+66.2% | $5,287+11.6% |
| Admin fee / account holder | $81 | $8,717-99.1% | $5,586-98.5% | $10,133-99.2% |