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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 | $61,970 | $99,345-37.6% | $84,753-26.9% | $273,972-77.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.18% | 22.93%-17.7pp | 22.78%-17.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $3,756 | $4,214-10.9% | $3,574+5.1% | $4,869-22.9% |
| Participant deferral / active EE | $7,512 | $4,270+75.9% | $3,712+102.4% | $5,287+42.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |