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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 | $28,463 | $103,949-72.6% | $69,182-58.9% | $273,972-89.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.38% | 35.28%-27.9pp | -21.93%+29.3pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,333 | $1,783+30.9% | $1,206+93.4% | $4,869-52.1% |
| Participant deferral / active EE | $4,944 | $2,716+82.0% | $1,897+160.6% | $5,287-6.5% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |