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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 | $38,547 | $110,303-65.1% | $95,759-59.7% | $139,487-72.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.80% | 27.19%-11.4pp | 28.42%-12.6pp | 373.84%-358.0pp |
| Employer contribution / active EE | $4,303 | $3,261+32.0% | $2,836+51.7% | $4,755-9.5% |
| Participant deferral / active EE | $4,154 | $4,674-11.1% | $4,244-2.1% | $6,713-38.1% |
| Admin fee / account holder | $147 | $6,615-97.8% | $5,678-97.4% | $11,407-98.7% |