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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 | $56,239 | $90,486-37.8% | $78,676-28.5% | $273,972-79.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.62% | 75.62%-68.0pp | 62.19%-54.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,201 | $3,175+0.8% | $2,850+12.3% | $4,869-34.3% |
| Participant deferral / active EE | $9,002 | $3,901+130.7% | $3,517+156.0% | $5,287+70.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |