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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 | $43,362 | $99,345-56.4% | $84,753-48.8% | $273,972-84.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.67% | 22.93%-7.3pp | 22.78%-7.1pp | 41.46%-25.8pp |
| Employer contribution / active EE | $2,940 | $4,214-30.2% | $3,574-17.7% | $4,869-39.6% |
| Participant deferral / active EE | $11,809 | $4,270+176.6% | $3,712+218.1% | $5,287+123.4% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |