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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 | $38,384 | $112,729-66.0% | $98,716-61.1% | $137,256-72.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 22.32% | 38.48%-16.2pp | 31.81%-9.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $4,104 | $2,725+50.6% | $2,279+80.1% | $4,156-1.3% |
| Participant deferral / active EE | $5,787 | $4,640+24.7% | $4,048+43.0% | $6,407-9.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |