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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 | $61,026 | $99,345-38.6% | $84,753-28.0% | $273,972-77.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.89% | 22.93%-16.0pp | 22.78%-15.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $10,571 | $4,214+150.9% | $3,574+195.7% | $4,869+117.1% |
| Participant deferral / active EE | $9,800 | $4,270+129.5% | $3,712+164.0% | $5,287+85.4% |
| Admin fee / account holder | $5 | $6,645-99.9% | $5,333-99.9% | $10,133-100.0% |