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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 | $68,192 | $58,523+16.5% | $99,475-31.4% | $72,975-6.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 20.38% | 28.51%-8.1pp | 30.72%-10.3pp | 81.01%-60.6pp |
| Employer contribution / active EE | $8,573 | $1,512+467.0% | $2,540+237.5% | $2,440+251.3% |
| Participant deferral / active EE | $1,118 | $2,606-57.1% | $3,619-69.1% | $3,608-69.0% |
| Admin fee / account holder | $76 | $4,102-98.1% | $6,252-98.8% | $5,124-98.5% |