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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 | $43,262 | $91,179-52.6% | $178,499-75.8% | $79,852-45.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.63% | 24.19%-10.6pp | 151.10%-137.5pp | 31.72%-18.1pp |
| Employer contribution / active EE | $2,981 | $3,256-8.4% | $5,011-40.5% | $2,471+20.6% |
| Participant deferral / active EE | $4,151 | $3,236+28.3% | $5,202-20.2% | $3,740+11.0% |
| Admin fee / account holder | $260 | $6,749-96.2% | $13,986-98.1% | $5,306-95.1% |