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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 | $54,012 | $76,551-29.4% | $123,894-56.4% | $62,881-14.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.95% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,495 | $2,882-13.4% | $4,617-46.0% | $2,281+9.4% |
| Participant deferral / active EE | $6,855 | $4,840+41.6% | $5,984+14.5% | $3,203+114.0% |
| Admin fee / account holder | $4 | $4,826-99.9% | $8,357-100.0% | $4,296-99.9% |