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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 | $42,745 | $65,712-35.0% | $57,196-25.3% | $273,972-84.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.35% | 22.01%-14.7pp | 14.59%-7.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $20,161 | $3,280+514.7% | $2,683+651.5% | $4,869+314.1% |
| Participant deferral / active EE | $5,584 | $3,782+47.6% | $3,096+80.3% | $5,287+5.6% |
| Admin fee / account holder | $223 | $4,838-95.4% | $3,141-92.9% | $10,133-97.8% |