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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 | $40,424 | $124,330-67.5% | $109,173-63.0% | $167,536-75.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.38% | 26.04%-13.7pp | 25.75%-13.4pp | 478.82%-466.4pp |
| Employer contribution / active EE | $1,861 | $4,209-55.8% | $3,723-50.0% | $4,839-61.5% |
| Participant deferral / active EE | $6,822 | $5,256+29.8% | $4,654+46.6% | $6,342+7.6% |
| Admin fee / account holder | $12 | $7,974-99.9% | $6,755-99.8% | $12,315-99.9% |