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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 | $52,766 | $93,064-43.3% | $74,577-29.2% | $273,972-80.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.66% | 26.18%-21.5pp | 20.47%-15.8pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,959 | $3,160-6.4% | $2,525+17.2% | $4,869-39.2% |
| Participant deferral / active EE | $8,627 | $4,160+107.4% | $3,458+149.5% | $5,287+63.2% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |