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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 | $79,094 | $86,701-8.8% | $73,309+7.9% | $125,389-36.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.67% | 2.78%-2.1pp | 5.67%-5.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $4,866 | $4,152+17.2% | $3,237+50.3% | $4,8660% |
| Participant deferral / active EE | $6,223 | $5,549+12.1% | $4,991+24.7% | $5,352+16.3% |
| Admin fee / account holder | $127 | $7,768-98.4% | $5,635-97.7% | $9,541-98.7% |