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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 | $41,122 | $103,949-60.4% | $69,182-40.6% | $273,972-85.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.10% | 35.28%-29.2pp | -21.93%+28.0pp | 41.46%-35.4pp |
| Employer contribution / active EE | $6,536 | $1,783+266.6% | $1,206+441.9% | $4,869+34.3% |
| Participant deferral / active EE | $3,955 | $2,716+45.6% | $1,897+108.5% | $5,287-25.2% |
| Admin fee / account holder | $75 | $3,671-98.0% | $2,697-97.2% | $10,133-99.3% |