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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 | $35,789 | $111,814-68.0% | $103,378-65.4% | $145,978-75.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.78% | 24.80%-13.0pp | 24.91%-13.1pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,997 | $4,215-52.6% | $3,870-48.4% | $4,662-57.2% |
| Participant deferral / active EE | $7,627 | $5,618+35.8% | $5,058+50.8% | $6,690+14.0% |
| Admin fee / account holder | $135 | $9,764-98.6% | $8,401-98.4% | $13,400-99.0% |