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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 | $71,790 | $99,345-27.7% | $84,753-15.3% | $273,972-73.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.10% | 22.93%-15.8pp | 22.78%-15.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $7,545 | $4,214+79.1% | $3,574+111.1% | $4,869+55.0% |
| Participant deferral / active EE | $6,045 | $4,270+41.6% | $3,712+62.9% | $5,287+14.3% |
| Admin fee / account holder | $4 | $6,645-99.9% | $5,333-99.9% | $10,133-100.0% |