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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 | $31,985 | $43,075-25.7% | $74,577-57.1% | $62,881-49.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 9.25% | 17.50%-8.3pp | 20.47%-11.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $5,899 | $1,498+293.9% | $2,525+133.6% | $2,281+158.6% |
| Participant deferral / active EE | $2,384 | $2,389-0.2% | $3,458-31.1% | $3,203-25.6% |
| Admin fee / account holder | $113 | $2,840-96.0% | $4,138-97.3% | $4,296-97.4% |