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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 | $67,789 | $153,311-55.8% | $109,313-38.0% | $273,972-75.3% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | 3.49% | 29.86%-26.4pp | 22.07%-18.6pp | 41.46%-38.0pp |
| Employer contribution / active EE | $8,500 | $5,619+51.3% | $3,892+118.4% | $4,869+74.6% |
| Participant deferral / active EE | $8,170 | $3,932+107.8% | $3,166+158.0% | $5,287+54.5% |
| Admin fee / account holder | $146 | $8,076-98.2% | $5,666-97.4% | $10,133-98.6% |