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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 | $60,253 | $93,064-35.3% | $74,577-19.2% | $273,972-78.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.52% | 26.18%-18.7pp | 20.47%-12.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,050 | $3,160-3.5% | $2,525+20.8% | $4,869-37.4% |
| Participant deferral / active EE | $3,164 | $4,160-24.0% | $3,458-8.5% | $5,287-40.2% |
| Admin fee / account holder | $145 | $5,273-97.3% | $4,138-96.5% | $10,133-98.6% |