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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 | $33,038 | $111,814-70.5% | $103,378-68.0% | $145,978-77.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.40% | 24.80%-12.4pp | 24.91%-12.5pp | 550.52%-538.1pp |
| Employer contribution / active EE | $3,943 | $4,215-6.4% | $3,870+1.9% | $4,662-15.4% |
| Participant deferral / active EE | $2,415 | $5,618-57.0% | $5,058-52.2% | $6,690-63.9% |
| Admin fee / account holder | $297 | $9,764-97.0% | $8,401-96.5% | $13,400-97.8% |