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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 | $73,676 | $101,795-27.6% | $165,100-55.4% | $80,959-9.0% |
| Participation rate | 87.2% | 71.8%+15.4pp | 78.6%+8.6pp | 67.7%+19.5pp |
| Annual return | 11.47% | 16.73%-5.3pp | 70.21%-58.7pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,900 | $2,954-35.7% | $4,348-56.3% | $2,757-31.1% |
| Participant deferral / active EE | $6,108 | $4,476+36.5% | $6,035+1.2% | $4,300+42.0% |
| Admin fee / account holder | $12 | $8,221-99.9% | $12,696-99.9% | $6,925-99.8% |