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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 | $47,703 | $72,273-34.0% | $101,275-52.9% | $79,856-40.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 28.61% | 22.30%+6.3pp | 46.48%-17.9pp | 31.71%-3.1pp |
| Employer contribution / active EE | $4,287 | $2,691+59.3% | $3,660+17.1% | $2,471+73.5% |
| Participant deferral / active EE | $8,135 | $3,282+147.9% | $4,371+86.1% | $3,741+117.5% |
| Admin fee / account holder | $194 | $4,401-95.6% | $5,948-96.7% | $5,306-96.3% |