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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 | $65,566 | $215,361-69.6% | $171,082-61.7% | $273,972-76.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.96% | 25.14%-19.2pp | 32.56%-26.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,165 | $4,967-56.4% | $4,002-45.9% | $4,869-55.5% |
| Participant deferral / active EE | $11,710 | $5,543+111.2% | $4,797+144.1% | $5,287+121.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |