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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 | $81,233-35.2% | $155,567-66.2% | $80,874-34.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.21% | 33.33%-19.1pp | 64.74%-50.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $6,357 | $3,101+105.0% | $4,674+36.0% | $2,756+130.7% |
| Participant deferral / active EE | $3,316 | $3,452-3.9% | $5,628-41.1% | $4,297-22.8% |
| Admin fee / account holder | $66 | $7,998-99.2% | $15,916-99.6% | $6,935-99.1% |