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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 | $81,276-35.3% | $155,574-66.2% | $80,925-35.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.21% | 33.36%-19.2pp | 64.87%-50.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $6,357 | $3,103+104.9% | $4,676+36.0% | $2,756+130.6% |
| Participant deferral / active EE | $3,316 | $3,453-4.0% | $5,629-41.1% | $4,299-22.9% |
| Admin fee / account holder | $66 | $7,993-99.2% | $15,914-99.6% | $6,940-99.1% |