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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 | $58,195 | $76,551-24.0% | $123,894-53.0% | $62,881-7.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.17% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,298 | $2,882+14.4% | $4,617-28.6% | $2,281+44.6% |
| Participant deferral / active EE | $2,835 | $4,840-41.4% | $5,984-52.6% | $3,203-11.5% |
| Admin fee / account holder | $90 | $4,826-98.1% | $8,357-98.9% | $4,296-97.9% |