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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 | $57,140+1.4% | $85,240-32.0% | $80,959-28.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 15.00% | 21.71%-6.7pp | 66.75%-51.8pp | 35.67%-20.7pp |
| Employer contribution / active EE | $5,000 | $1,802+177.5% | $2,735+82.8% | $2,757+81.3% |
| Participant deferral / active EE | $9,728 | $3,115+212.3% | $4,527+114.9% | $4,300+126.2% |
| Admin fee / account holder | $128 | $4,992-97.4% | $6,165-97.9% | $6,925-98.1% |