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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 | $66,513 | $76,551-13.1% | $123,894-46.3% | $62,881+5.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.61% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,598 | $2,882-44.6% | $4,617-65.4% | $2,281-29.9% |
| Participant deferral / active EE | $2,686 | $4,840-44.5% | $5,984-55.1% | $3,203-16.2% |
| Admin fee / account holder | $37 | $4,826-99.2% | $8,357-99.6% | $4,296-99.1% |