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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 | $29,446 | $67,411-56.3% | $91,004-67.6% | $70,126-58.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 12.80% | -40.16%+53.0pp | 4.60%+8.2pp | 73.15%-60.3pp |
| Employer contribution / active EE | $5,909 | $1,786+230.9% | $2,456+140.6% | $2,343+152.3% |
| Participant deferral / active EE | $3,070 | $2,823+8.8% | $3,548-13.5% | $3,332-7.9% |
| Admin fee / account holder | $189 | $4,236-95.5% | $5,417-96.5% | $4,645-95.9% |