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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 | $47,607 | $47,944-0.7% | $67,834-29.8% | $62,881-24.3% |
| Participation rate | 90.3% | 61.1%+29.3pp | 68.8%+21.5pp | 69.3%+21.0pp |
| Annual return | 8.28% | 11.77%-3.5pp | 138.47%-130.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,214 | $1,562+41.7% | $2,403-7.9% | $2,281-3.0% |
| Participant deferral / active EE | $5,925 | $2,247+163.7% | $3,160+87.5% | $3,203+85.0% |
| Admin fee / account holder | $107 | $3,712-97.1% | $4,622-97.7% | $4,296-97.5% |