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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 | $57,630 | $107,809-46.5% | $97,032-40.6% | $155,188-62.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 15.21% | 38.06%-22.8pp | 35.38%-20.2pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,573 | $2,911-46.0% | $2,629-40.2% | $4,248-63.0% |
| Participant deferral / active EE | $5,266 | $5,129+2.7% | $4,672+12.7% | $6,531-19.4% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |