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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 | $49,509 | $70,430-29.7% | $96,572-48.7% | $85,851-42.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 15.64% | 18.58%-2.9pp | 37.79%-22.2pp | 318.63%-303.0pp |
| Employer contribution / active EE | $2,431 | $1,413+72.0% | $2,357+3.1% | $2,565-5.2% |
| Participant deferral / active EE | $3,678 | $2,894+27.1% | $3,850-4.5% | $3,952-6.9% |
| Admin fee / account holder | $84 | $4,996-98.3% | $6,183-98.6% | $6,261-98.7% |