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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 | $72,687 | $87,546-17.0% | $75,784-4.1% | $125,389-42.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 7.40% | 13.49%-6.1pp | 9.68%-2.3pp | 282.24%-274.8pp |
| Employer contribution / active EE | $9,833 | $3,930+150.2% | $3,323+195.9% | $4,866+102.1% |
| Participant deferral / active EE | $7,841 | $4,230+85.4% | $3,652+114.7% | $5,352+46.5% |
| Admin fee / account holder | $100 | $6,503-98.5% | $5,300-98.1% | $9,541-99.0% |