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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 | $33,859 | $106,524-68.2% | $152,301-77.8% | $87,485-61.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 18.63% | 26.89%-8.3pp | 80.50%-61.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $7,136 | $3,371+111.7% | $4,624+54.3% | $2,596+174.9% |
| Participant deferral / active EE | $8,009 | $6,525+22.7% | $8,004+0.1% | $4,274+87.4% |
| Admin fee / account holder | $129 | $8,287-98.4% | $14,398-99.1% | $7,775-98.3% |