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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 | $78,270 | $105,623-25.9% | $87,502-10.6% | $273,972-71.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.89% | 12.26%-5.4pp | 12.21%-5.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $6,329 | $3,141+101.5% | $2,550+148.2% | $4,869+30.0% |
| Participant deferral / active EE | $12,620 | $3,601+250.5% | $3,149+300.8% | $5,287+138.7% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |