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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 | $62,843 | $71,230-11.8% | $93,727-33.0% | $80,959-22.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 11.38% | 11.26%+0.1pp | 133.83%-122.4pp | 35.67%-24.3pp |
| Employer contribution / active EE | $3,938 | $1,565+151.6% | $2,421+62.6% | $2,757+42.8% |
| Participant deferral / active EE | $5,290 | $4,037+31.0% | $4,417+19.8% | $4,300+23.0% |
| Admin fee / account holder | $300 | $6,961-95.7% | $8,292-96.4% | $6,925-95.7% |