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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 | $79,615 | $132,310-39.8% | $105,754-24.7% | $273,972-70.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.84% | 10.08%-3.2pp | 12.25%-5.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $7,227 | $4,867+48.5% | $4,079+77.2% | $4,869+48.4% |
| Participant deferral / active EE | $3,907 | $6,233-37.3% | $5,326-26.6% | $5,287-26.1% |
| Admin fee / account holder | $138 | $12,036-98.9% | $8,309-98.3% | $10,133-98.6% |