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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 | $76,251 | $96,956-21.4% | $69,779+9.3% | $273,972-72.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.98% | 12.93%-7.0pp | 12.99%-7.0pp | 41.46%-35.5pp |
| Employer contribution / active EE | $6,847 | $3,316+106.5% | $2,338+192.8% | $4,869+40.6% |
| Participant deferral / active EE | $6,616 | $3,744+76.7% | $2,931+125.7% | $5,287+25.1% |
| Admin fee / account holder | $7 | $7,934-99.9% | $4,381-99.8% | $10,133-99.9% |