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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 | $40,876 | $97,751-58.2% | $103,431-60.5% | $145,978-72.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.48% | 25.43%-15.0pp | 23.92%-13.4pp | 550.52%-540.0pp |
| Employer contribution / active EE | $5,237 | $4,684+11.8% | $4,678+12.0% | $4,662+12.3% |
| Participant deferral / active EE | $6,773 | $6,603+2.6% | $6,625+2.2% | $6,690+1.2% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,412-100.0% | $13,400-100.0% |