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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 | $47,015 | $69,977-32.8% | $108,582-56.7% | $62,881-25.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.12% | 10.73%-1.6pp | -51.70%+60.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $7,344 | $2,135+244.0% | $3,758+95.4% | $2,281+222.0% |
| Participant deferral / active EE | $3,932 | $3,165+24.2% | $4,311-8.8% | $3,203+22.8% |
| Admin fee / account holder | $57 | $5,076-98.9% | $7,645-99.3% | $4,296-98.7% |