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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 | $52,313 | $46,877+11.6% | $122,354-57.2% | $70,126-25.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 17.40% | 24.22%-6.8pp | 30.28%-12.9pp | 73.15%-55.7pp |
| Employer contribution / active EE | $2,111 | $1,288+63.8% | $4,051-47.9% | $2,343-9.9% |
| Participant deferral / active EE | $7,084 | $2,167+226.8% | $3,287+115.5% | $3,332+112.6% |
| Admin fee / account holder | $151 | $3,324-95.5% | $5,479-97.2% | $4,645-96.7% |