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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 | $52,622 | $81,358-35.3% | $155,556-66.2% | $80,959-35.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.21% | 33.39%-19.2pp | 64.84%-50.6pp | 35.67%-21.5pp |
| Employer contribution / active EE | $6,357 | $3,106+104.6% | $4,675+36.0% | $2,757+130.6% |
| Participant deferral / active EE | $3,316 | $3,455-4.0% | $5,631-41.1% | $4,300-22.9% |
| Admin fee / account holder | $66 | $7,994-99.2% | $15,885-99.6% | $6,925-99.0% |