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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 | $15,032 | $48,076-68.7% | $78,693-80.9% | $62,891-76.1% |
| Participation rate | 81.5% | 65.2%+16.3pp | 73.6%+7.9pp | 69.3%+12.2pp |
| Annual return | 6.81% | 31.35%-24.5pp | 62.18%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,808 | $2,015+39.4% | $2,850-1.5% | $2,281+23.1% |
| Participant deferral / active EE | $4,199 | $2,588+62.2% | $3,517+19.4% | $3,203+31.1% |
| Admin fee / account holder | $31 | $3,207-99.0% | $4,511-99.3% | $4,296-99.3% |