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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 | $41,695 | $112,729-63.0% | $98,716-57.8% | $137,256-69.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.61% | 38.48%-14.9pp | 31.81%-8.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $2,428 | $2,725-10.9% | $2,279+6.5% | $4,156-41.6% |
| Participant deferral / active EE | $6,914 | $4,640+49.0% | $4,048+70.8% | $6,407+7.9% |
| Admin fee / account holder | $152 | $10,129-98.5% | $8,703-98.3% | $12,270-98.8% |