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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 | $59,850 | $76,551-21.8% | $123,894-51.7% | $62,881-4.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.72% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $3,223 | $2,882+11.8% | $4,617-30.2% | $2,281+41.3% |
| Participant deferral / active EE | $3,813 | $4,840-21.2% | $5,984-36.3% | $3,203+19.0% |
| Admin fee / account holder | $34 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |