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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 | $62,118 | $93,064-33.3% | $74,577-16.7% | $273,972-77.3% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 6.50% | 26.18%-19.7pp | 20.47%-14.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,846 | $3,160-9.9% | $2,525+12.7% | $4,869-41.5% |
| Participant deferral / active EE | $6,188 | $4,160+48.7% | $3,458+78.9% | $5,287+17.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |