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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 | $68,908 | $99,345-30.6% | $84,753-18.7% | $273,972-74.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.74% | 22.93%-15.2pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,867 | $4,214-32.0% | $3,574-19.8% | $4,869-41.1% |
| Participant deferral / active EE | $3,555 | $4,270-16.7% | $3,712-4.2% | $5,287-32.8% |
| Admin fee / account holder | $8 | $6,645-99.9% | $5,333-99.9% | $10,133-99.9% |