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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 | $38,288 | $112,729-66.0% | $98,716-61.2% | $137,256-72.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.66% | 38.48%-20.8pp | 31.81%-14.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,191 | $2,725+17.1% | $2,279+40.0% | $4,156-23.2% |
| Participant deferral / active EE | $7,040 | $4,640+51.7% | $4,048+73.9% | $6,407+9.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |