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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 | $38,345 | $153,311-75.0% | $109,313-64.9% | $273,972-86.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.94% | 29.86%-23.9pp | 22.07%-16.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,105 | $5,619-62.5% | $3,892-45.9% | $4,869-56.8% |
| Participant deferral / active EE | $4,041 | $3,932+2.8% | $3,166+27.6% | $5,287-23.6% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |