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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 | $36,438 | $111,814-67.4% | $103,378-64.8% | $145,978-75.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.32% | 24.80%-10.5pp | 24.91%-10.6pp | 550.52%-536.2pp |
| Employer contribution / active EE | $2,055 | $4,215-51.2% | $3,870-46.9% | $4,662-55.9% |
| Participant deferral / active EE | $5,216 | $5,618-7.2% | $5,058+3.1% | $6,690-22.0% |
| Admin fee / account holder | $17 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |