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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 | $57,959 | $57,073+1.6% | $85,126-31.9% | $80,925-28.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 15.00% | 21.69%-6.7pp | 66.63%-51.6pp | 35.65%-20.7pp |
| Employer contribution / active EE | $5,000 | $1,801+177.7% | $2,731+83.1% | $2,756+81.4% |
| Participant deferral / active EE | $9,728 | $3,113+212.5% | $4,523+115.1% | $4,299+126.3% |
| Admin fee / account holder | $128 | $4,988-97.4% | $6,160-97.9% | $6,940-98.2% |