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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 | $38,398 | $54,541-29.6% | $78,778-51.3% | $70,126-45.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.81% | 21.07%-8.3pp | 35.62%-22.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $2,913 | $1,089+167.6% | $1,986+46.7% | $2,343+24.4% |
| Participant deferral / active EE | $2,467 | $2,210+11.6% | $2,958-16.6% | $3,332-25.9% |
| Admin fee / account holder | $206 | $3,709-94.4% | $5,134-96.0% | $4,645-95.6% |