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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 | $33,406 | $135,956-75.4% | $123,894-73.0% | $273,972-87.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.94% | 56.63%-44.7pp | 47.52%-35.6pp | 41.46%-29.5pp |
| Employer contribution / active EE | $2,536 | $5,170-50.9% | $4,617-45.1% | $4,869-47.9% |
| Participant deferral / active EE | $5,798 | $6,343-8.6% | $5,984-3.1% | $5,287+9.7% |
| Admin fee / account holder | $36 | $9,817-99.6% | $8,357-99.6% | $10,133-99.6% |