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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 | $32,001 | $91,559-65.0% | $133,978-76.1% | $79,856-59.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.27% | 61.85%-43.6pp | 45.10%-26.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $3,379 | $2,384+41.7% | $3,919-13.8% | $2,471+36.7% |
| Participant deferral / active EE | $2,748 | $3,734-26.4% | $5,047-45.6% | $3,741-26.5% |
| Admin fee / account holder | $128 | $6,321-98.0% | $8,930-98.6% | $5,306-97.6% |