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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 | $37,446 | $52,306-28.4% | $69,779-46.3% | $62,881-40.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 6.49% | 13.35%-6.9pp | 12.99%-6.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,370 | $1,799+142.9% | $2,338+86.9% | $2,281+91.6% |
| Participant deferral / active EE | $3,210 | $2,395+34.0% | $2,931+9.5% | $3,203+0.2% |
| Admin fee / account holder | $0 | $3,691-100.0% | $4,381-100.0% | $4,296-100.0% |