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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 | $91,190 | $103,949-12.3% | $69,182+31.8% | $273,972-66.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.98% | 35.28%-27.3pp | -21.93%+29.9pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,647 | $1,783+48.4% | $1,206+119.4% | $4,869-45.6% |
| Participant deferral / active EE | $7,285 | $2,716+168.2% | $1,897+284.0% | $5,287+37.8% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |