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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 | $41,569 | $49,025-15.2% | $87,502-52.5% | $62,881-33.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 9.00% | 10.02%-1.0pp | 12.21%-3.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $7,716 | $1,372+462.4% | $2,550+202.6% | $2,281+238.3% |
| Participant deferral / active EE | $4,987 | $2,289+117.8% | $3,149+58.4% | $3,203+55.7% |
| Admin fee / account holder | $201 | $4,065-95.1% | $4,221-95.2% | $4,296-95.3% |