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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 | $35,835 | $88,996-59.7% | $78,004-54.1% | $138,895-74.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 23.91% | 28.03%-4.1pp | 31.07%-7.2pp | 145.39%-121.5pp |
| Employer contribution / active EE | $6,298 | $2,917+115.9% | $2,469+155.1% | $4,194+50.2% |
| Participant deferral / active EE | $8,200 | $4,724+73.6% | $4,092+100.4% | $6,396+28.2% |
| Admin fee / account holder | $137 | $8,807-98.4% | $7,578-98.2% | $12,562-98.9% |