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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 | $57,814 | $77,638-25.5% | $156,551-63.1% | $62,881-8.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.05% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,062 | $3,444-40.1% | $5,501-62.5% | $2,281-9.6% |
| Participant deferral / active EE | $4,123 | $3,046+35.4% | $4,871-15.4% | $3,203+28.7% |
| Admin fee / account holder | $206 | $5,561-96.3% | $13,028-98.4% | $4,296-95.2% |