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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 | $73,052 | $177,595-58.9% | $148,496-50.8% | $198,609-63.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.70% | 9.97%+7.7pp | 12.33%+5.4pp | 202.70%-185.0pp |
| Employer contribution / active EE | $3,775 | $4,098-7.9% | $3,497+7.9% | $5,055-25.3% |
| Participant deferral / active EE | $3,945 | $5,539-28.8% | $4,808-18.0% | $6,977-43.5% |
| Admin fee / account holder | $117 | $27,010-99.6% | $19,547-99.4% | $19,030-99.4% |