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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 | $29,048 | $93,598-69.0% | $135,974-78.6% | $75,173-61.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.86% | 30.89%-13.0pp | 68.30%-50.4pp | 160.72%-142.9pp |
| Employer contribution / active EE | $6,410 | $3,538+81.2% | $4,859+31.9% | $2,671+140.0% |
| Participant deferral / active EE | $6,084 | $6,405-5.0% | $7,760-21.6% | $4,126+47.4% |
| Admin fee / account holder | $285 | $6,978-95.9% | $10,767-97.4% | $5,651-95.0% |