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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 | $33,175 | $135,956-75.6% | $123,894-73.2% | $273,972-87.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.66% | 56.63%-41.0pp | 47.52%-31.9pp | 41.46%-25.8pp |
| Employer contribution / active EE | $2,604 | $5,170-49.6% | $4,617-43.6% | $4,869-46.5% |
| Participant deferral / active EE | $12,235 | $6,343+92.9% | $5,984+104.5% | $5,287+131.4% |
| Admin fee / account holder | $78 | $9,817-99.2% | $8,357-99.1% | $10,133-99.2% |