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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 | $29,376 | $49,255-40.4% | $70,494-58.3% | $79,856-63.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 34.64% | 30.10%+4.5pp | 109.16%-74.5pp | 31.71%+2.9pp |
| Employer contribution / active EE | $9,738 | $2,100+363.7% | $2,738+255.6% | $2,471+294.1% |
| Participant deferral / active EE | $2,907 | $2,768+5.0% | $3,711-21.7% | $3,741-22.3% |
| Admin fee / account holder | $124 | $2,879-95.7% | $3,848-96.8% | $5,306-97.7% |