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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 | $41,643 | $58,493-28.8% | $84,023-50.4% | $72,976-42.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 17.61% | 28.93%-11.3pp | 71.32%-53.7pp | 81.02%-63.4pp |
| Employer contribution / active EE | $7,480 | $1,163+543.1% | $1,984+277.0% | $2,440+206.5% |
| Participant deferral / active EE | $4,727 | $2,394+97.4% | $3,239+45.9% | $3,608+31.0% |
| Admin fee / account holder | $225 | $4,569-95.1% | $6,102-96.3% | $5,124-95.6% |