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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 | $20,001 | $65,364-69.4% | $92,909-78.5% | $72,975-72.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.43% | 42.11%-24.7pp | 109.44%-92.0pp | 81.01%-63.6pp |
| Employer contribution / active EE | $2,985 | $2,594+15.1% | $3,653-18.3% | $2,440+22.3% |
| Participant deferral / active EE | $1,901 | $3,128-39.2% | $4,238-55.1% | $3,608-47.3% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |