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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 | $76,106 | $93,064-18.2% | $74,577+2.1% | $273,972-72.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.64% | 26.18%-17.5pp | 20.47%-11.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $6,860 | $3,160+117.1% | $2,525+171.6% | $4,869+40.9% |
| Participant deferral / active EE | $6,789 | $4,160+63.2% | $3,458+96.3% | $5,287+28.4% |
| Admin fee / account holder | $295 | $5,273-94.4% | $4,138-92.9% | $10,133-97.1% |