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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 | $35,809 | $46,534-23.0% | $64,097-44.1% | $75,177-52.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.35% | 26.07%-5.7pp | 33.75%-13.4pp | 160.75%-140.4pp |
| Employer contribution / active EE | $4,108 | $1,976+107.9% | $2,750+49.4% | $2,671+53.8% |
| Participant deferral / active EE | $8,017 | $2,835+182.8% | $3,881+106.6% | $4,126+94.3% |
| Admin fee / account holder | $216 | $2,957-92.7% | $3,070-93.0% | $5,651-96.2% |