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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 | $62,594 | $65,041-3.8% | $90,965-31.2% | $79,858-21.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 13.47% | 30.45%-17.0pp | 134.57%-121.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $2,793 | $1,247+123.9% | $2,122+31.6% | $2,471+13.0% |
| Participant deferral / active EE | $5,513 | $2,512+119.5% | $3,373+63.4% | $3,740+47.4% |
| Admin fee / account holder | $5 | $4,536-99.9% | $5,960-99.9% | $5,306-99.9% |