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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 | $57,032 | $83,485-31.7% | $125,195-54.4% | $72,976-21.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.04% | 25.77%-8.7pp | 43.79%-26.7pp | 81.02%-64.0pp |
| Employer contribution / active EE | $4,146 | $2,346+76.7% | $3,866+7.2% | $2,440+69.9% |
| Participant deferral / active EE | $2,803 | $3,586-21.8% | $4,937-43.2% | $3,608-22.3% |
| Admin fee / account holder | $63 | $5,518-98.9% | $9,704-99.3% | $5,124-98.8% |