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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 | $45,153 | $112,729-59.9% | $98,716-54.3% | $137,256-67.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.76% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,400 | $2,725-11.9% | $2,279+5.3% | $4,156-42.3% |
| Participant deferral / active EE | $3,650 | $4,640-21.3% | $4,048-9.8% | $6,407-43.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |