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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 | $19,884 | $54,763-63.7% | $90,324-78.0% | $72,976-72.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 75.24% | 30.63%+44.6pp | 78.15%-2.9pp | 81.02%-5.8pp |
| Employer contribution / active EE | $2,978 | $2,093+42.2% | $2,856+4.3% | $2,440+22.0% |
| Participant deferral / active EE | $801 | $2,887-72.3% | $3,885-79.4% | $3,608-77.8% |
| Admin fee / account holder | $61 | $3,973-98.5% | $5,356-98.9% | $5,124-98.8% |