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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 | $56,686 | $105,623-46.3% | $87,502-35.2% | $273,972-79.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.60% | 12.26%-8.7pp | 12.21%-8.6pp | 41.46%-37.9pp |
| Employer contribution / active EE | $29,520 | $3,141+840.0% | $2,550+1057.8% | $4,869+506.3% |
| Participant deferral / active EE | $6,636 | $3,601+84.3% | $3,149+110.7% | $5,287+25.5% |
| Admin fee / account holder | $74 | $4,781-98.5% | $4,221-98.2% | $10,133-99.3% |