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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 | $44,478 | $112,729-60.5% | $98,716-54.9% | $137,256-67.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.15% | 38.48%-19.3pp | 31.81%-12.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,880 | $2,725-31.0% | $2,279-17.5% | $4,156-54.8% |
| Participant deferral / active EE | $8,689 | $4,640+87.3% | $4,048+114.7% | $6,407+35.6% |
| Admin fee / account holder | $72 | $10,129-99.3% | $8,703-99.2% | $12,270-99.4% |