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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 | $45,980 | $103,949-55.8% | $69,182-33.5% | $273,972-83.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.19% | 35.28%-28.1pp | -21.93%+29.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $9,745 | $1,783+446.5% | $1,206+707.9% | $4,869+100.2% |
| Participant deferral / active EE | $8,657 | $2,716+218.7% | $1,897+356.4% | $5,287+63.7% |
| Admin fee / account holder | $84 | $3,671-97.7% | $2,697-96.9% | $10,133-99.2% |