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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 | $46,714 | $72,404-35.5% | $110,241-57.6% | $64,181-27.2% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 17.03% | -6.29%+23.3pp | 314.75%-297.7pp | 7.63%+9.4pp |
| Employer contribution / active EE | $2,206 | $2,282-3.3% | $3,827-42.3% | $2,381-7.3% |
| Participant deferral / active EE | $5,510 | $3,469+58.8% | $4,672+17.9% | $3,470+58.8% |
| Admin fee / account holder | $115 | $5,664-98.0% | $8,548-98.7% | $4,887-97.7% |