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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 | $45,007 | $72,486-37.9% | $87,103-48.3% | $72,976-38.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.47% | 24.46%-7.0pp | 28.19%-10.7pp | 81.02%-63.5pp |
| Employer contribution / active EE | $5,207 | $1,894+175.0% | $2,521+106.5% | $2,440+113.4% |
| Participant deferral / active EE | $5,849 | $3,270+78.9% | $4,049+44.5% | $3,608+62.1% |
| Admin fee / account holder | $145 | $5,055-97.1% | $7,491-98.1% | $5,124-97.2% |