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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 | $21,228 | $50,947-58.3% | $74,551-71.5% | $64,173-66.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 12.73% | -1.85%+14.6pp | 32.53%-19.8pp | 7.63%+5.1pp |
| Employer contribution / active EE | $6,639 | $1,115+495.2% | $1,961+238.6% | $2,381+178.9% |
| Participant deferral / active EE | $3,083 | $2,302+33.9% | $3,108-0.8% | $3,470-11.1% |
| Admin fee / account holder | $141 | $4,221-96.7% | $5,059-97.2% | $4,887-97.1% |