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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 | $70,010 | $69,9770% | $108,582-35.5% | $62,881+11.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.65% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $5,558 | $2,135+160.3% | $3,758+47.9% | $2,281+143.7% |
| Participant deferral / active EE | $3,353 | $3,165+5.9% | $4,311-22.2% | $3,203+4.7% |
| Admin fee / account holder | $51 | $5,076-99.0% | $7,645-99.3% | $4,296-98.8% |