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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 | $55,312 | $91,559-39.6% | $133,978-58.7% | $79,856-30.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.00% | 61.85%-45.9pp | 45.10%-29.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,879 | $2,384-21.2% | $3,919-52.0% | $2,471-24.0% |
| Participant deferral / active EE | $3,670 | $3,734-1.7% | $5,047-27.3% | $3,741-1.9% |
| Admin fee / account holder | $89 | $6,321-98.6% | $8,930-99.0% | $5,306-98.3% |