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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 | $35,018 | $78,670-55.5% | $109,173-67.9% | $85,847-59.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.38% | 25.09%-12.7pp | 25.75%-13.4pp | 318.61%-306.2pp |
| Employer contribution / active EE | $5,801 | $2,734+112.2% | $3,723+55.8% | $2,565+126.1% |
| Participant deferral / active EE | $2,299 | $3,467-33.7% | $4,654-50.6% | $3,952-41.8% |
| Admin fee / account holder | $144 | $5,469-97.4% | $6,755-97.9% | $6,261-97.7% |