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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 | $53,098 | $88,707-40.1% | $74,184-28.4% | $273,972-80.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.41% | 11.94%-7.5pp | 17.74%-13.3pp | 41.46%-37.0pp |
| Employer contribution / active EE | $8,362 | $3,159+164.7% | $2,370+252.8% | $4,869+71.7% |
| Participant deferral / active EE | $2,206 | $4,212-47.6% | $3,550-37.9% | $5,287-58.3% |
| Admin fee / account holder | $9 | $8,717-99.9% | $5,586-99.8% | $10,133-99.9% |