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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 | $47,702 | $76,407-37.6% | $150,298-68.3% | $82,448-42.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 29.53% | 39.99%-10.5pp | 62.79%-33.3pp | 41.64%-12.1pp |
| Employer contribution / active EE | $3,318 | $2,614+26.9% | $4,154-20.1% | $2,551+30.1% |
| Participant deferral / active EE | $9,125 | $3,214+183.9% | $5,453+67.3% | $4,139+120.4% |
| Admin fee / account holder | $180 | $6,352-97.2% | $14,116-98.7% | $7,234-97.5% |