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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 | $67,026 | $70,532-5.0% | $68,948-2.8% | $137,256-51.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 34.81% | 32.56%+2.3pp | 28.39%+6.4pp | 220.34%-185.5pp |
| Employer contribution / active EE | $1,945 | $4,355-55.3% | $4,165-53.3% | $4,156-53.2% |
| Participant deferral / active EE | $3,890 | $6,773-42.6% | $6,186-37.1% | $6,407-39.3% |
| Admin fee / account holder | $0 | $7,916-100.0% | $7,539-100.0% | $12,270-100.0% |