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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 | $39,236 | $104,251-62.4% | $91,004-56.9% | $147,586-73.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.62% | 27.06%-6.4pp | 4.60%+16.0pp | 578.59%-558.0pp |
| Employer contribution / active EE | $2,673 | $3,116-14.2% | $2,456+8.9% | $4,876-45.2% |
| Participant deferral / active EE | $9,936 | $4,195+136.9% | $3,548+180.1% | $5,439+82.7% |
| Admin fee / account holder | $282 | $8,948-96.8% | $5,417-94.8% | $10,886-97.4% |