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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 | $65,610 | $93,064-29.5% | $74,577-12.0% | $273,972-76.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.87% | 26.18%-18.3pp | 20.47%-12.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $12,712 | $3,160+302.3% | $2,525+403.4% | $4,869+161.1% |
| Participant deferral / active EE | $8,126 | $4,160+95.3% | $3,458+135.0% | $5,287+53.7% |
| Admin fee / account holder | $115 | $5,273-97.8% | $4,138-97.2% | $10,133-98.9% |