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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 | $32,361 | $54,541-40.7% | $78,778-58.9% | $70,126-53.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 16.92% | 21.07%-4.2pp | 35.62%-18.7pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,379 | $1,089+118.6% | $1,986+19.8% | $2,343+1.6% |
| Participant deferral / active EE | $4,043 | $2,210+82.9% | $2,958+36.6% | $3,332+21.3% |
| Admin fee / account holder | $110 | $3,709-97.0% | $5,134-97.9% | $4,645-97.6% |