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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 | $65,604 | $124,980-47.5% | $108,359-39.5% | $154,746-57.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.91% | 45.00%-25.1pp | 36.89%-17.0pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,887 | $2,851-33.8% | $2,399-21.4% | $4,379-56.9% |
| Participant deferral / active EE | $6,580 | $4,743+38.7% | $4,137+59.0% | $6,730-2.2% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |