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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 | $31,823 | $147,556-78.4% | $129,031-75.3% | $198,609-84.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 15.55% | 37.41%-21.9pp | 34.67%-19.1pp | 202.70%-187.1pp |
| Employer contribution / active EE | $5,000 | $3,645+37.2% | $3,226+55.0% | $5,055-1.1% |
| Participant deferral / active EE | $3,360 | $5,760-41.7% | $5,217-35.6% | $6,977-51.8% |
| Admin fee / account holder | $112 | $15,467-99.3% | $13,208-99.1% | $19,030-99.4% |