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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 | $37,649 | $99,345-62.1% | $84,753-55.6% | $273,972-86.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.17% | 22.93%-12.8pp | 22.78%-12.6pp | 41.46%-31.3pp |
| Employer contribution / active EE | $2,675 | $4,214-36.5% | $3,574-25.2% | $4,869-45.1% |
| Participant deferral / active EE | $9,002 | $4,270+110.8% | $3,712+142.5% | $5,287+70.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |