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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 | $38,407 | $93,617-59.0% | $135,982-71.8% | $75,177-48.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.98% | 30.89%-14.9pp | 68.32%-52.3pp | 160.75%-144.8pp |
| Employer contribution / active EE | $7,062 | $3,538+99.6% | $4,859+45.3% | $2,671+164.4% |
| Participant deferral / active EE | $6,106 | $6,406-4.7% | $7,760-21.3% | $4,126+48.0% |
| Admin fee / account holder | $131 | $6,980-98.1% | $10,767-98.8% | $5,651-97.7% |