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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 | $77,682 | $81,358-4.5% | $155,556-50.1% | $80,959-4.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.46% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,193 | $3,106+2.8% | $4,675-31.7% | $2,757+15.8% |
| Participant deferral / active EE | $6,501 | $3,455+88.1% | $5,631+15.5% | $4,300+51.2% |
| Admin fee / account holder | $277 | $7,994-96.5% | $15,885-98.3% | $6,925-96.0% |