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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 | $47,069 | $56,894-17.3% | $84,753-44.5% | $62,881-25.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.74% | 6.30%+1.4pp | 22.78%-15.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $4,264 | $2,400+77.7% | $3,574+19.3% | $2,281+86.9% |
| Participant deferral / active EE | $3,861 | $2,709+42.5% | $3,712+4.0% | $3,203+20.6% |
| Admin fee / account holder | $60 | $3,581-98.3% | $5,333-98.9% | $4,296-98.6% |