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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 | $62,340 | $124,980-50.1% | $108,359-42.5% | $154,746-59.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.73% | 45.00%-27.3pp | 36.89%-19.2pp | 172.34%-154.6pp |
| Employer contribution / active EE | $5,990 | $2,851+110.1% | $2,399+149.6% | $4,379+36.8% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $67 | $11,502-99.4% | $9,741-99.3% | $14,365-99.5% |