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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 | $46,079 | $81,331-43.3% | $155,534-70.4% | $80,935-43.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.61% | 33.37%-17.8pp | 64.92%-49.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $4,604 | $3,105+48.3% | $4,675-1.5% | $2,757+67.0% |
| Participant deferral / active EE | $3,433 | $3,454-0.6% | $5,630-39.0% | $4,299-20.2% |
| Admin fee / account holder | $202 | $7,999-97.5% | $15,900-98.7% | $6,924-97.1% |