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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 | $62,886 | $93,064-32.4% | $74,577-15.7% | $273,972-77.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.26% | 26.18%-17.9pp | 20.47%-12.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $5,644 | $3,160+78.6% | $2,525+123.5% | $4,869+15.9% |
| Participant deferral / active EE | $8,914 | $4,160+114.3% | $3,458+157.8% | $5,287+68.6% |
| Admin fee / account holder | $280 | $5,273-94.7% | $4,138-93.2% | $10,133-97.2% |