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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 | $32,581 | $103,949-68.7% | $69,182-52.9% | $273,972-88.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 4.67% | 35.28%-30.6pp | -21.93%+26.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $8,933 | $1,783+401.0% | $1,206+640.6% | $4,869+83.5% |
| Participant deferral / active EE | $5,333 | $2,716+96.3% | $1,897+181.2% | $5,287+0.9% |
| Admin fee / account holder | $142 | $3,671-96.1% | $2,697-94.7% | $10,133-98.6% |