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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 | $56,210 | $76,551-26.6% | $123,894-54.6% | $62,881-10.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.90% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,991 | $2,882+3.8% | $4,617-35.2% | $2,281+31.2% |
| Participant deferral / active EE | $3,712 | $4,840-23.3% | $5,984-38.0% | $3,203+15.9% |
| Admin fee / account holder | $151 | $4,826-96.9% | $8,357-98.2% | $4,296-96.5% |