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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 | $45,697 | $73,955-38.2% | $96,520-52.7% | $75,181-39.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 25.84% | 26.72%-0.9pp | 35.72%-9.9pp | 160.69%-134.9pp |
| Employer contribution / active EE | $2,151 | $2,930-26.6% | $3,739-42.5% | $2,671-19.4% |
| Participant deferral / active EE | $12,420 | $3,659+239.4% | $4,879+154.6% | $4,126+201.0% |
| Admin fee / account holder | $92 | $5,217-98.2% | $6,733-98.6% | $5,650-98.4% |