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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 | $46,612 | $84,236-44.7% | $170,439-72.7% | $70,124-33.5% |
| Participation rate | 88.5% | 70.8%+17.6pp | 83.6%+4.9pp | 69.5%+18.9pp |
| Annual return | 18.39% | 23.06%-4.7pp | 205.94%-187.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,565 | $3,387-53.8% | $5,433-71.2% | $2,342-33.2% |
| Participant deferral / active EE | $2,344 | $3,086-24.0% | $4,939-52.6% | $3,332-29.7% |
| Admin fee / account holder | $205 | $5,698-96.4% | $13,881-98.5% | $4,645-95.6% |