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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 | $48,909 | $77,638-37.0% | $156,551-68.8% | $62,881-22.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.37% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,624 | $3,444+5.2% | $5,501-34.1% | $2,281+58.9% |
| Participant deferral / active EE | $1,494 | $3,046-50.9% | $4,871-69.3% | $3,203-53.4% |
| Admin fee / account holder | $107 | $5,561-98.1% | $13,028-99.2% | $4,296-97.5% |