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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 | $43,561 | $80,985-46.2% | $96,576-54.9% | $75,181-42.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 20.31% | 27.05%-6.7pp | 25.87%-5.6pp | 160.69%-140.4pp |
| Employer contribution / active EE | $2,062 | $2,282-9.6% | $2,965-30.4% | $2,671-22.8% |
| Participant deferral / active EE | $5,404 | $3,929+37.6% | $4,851+11.4% | $4,126+31.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,253-100.0% | $5,650-100.0% |