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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 | $32,459 | $57,590-43.6% | $86,233-62.4% | $82,448-60.6% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 20.13% | 22.41%-2.3pp | 61.39%-41.3pp | 41.64%-21.5pp |
| Employer contribution / active EE | $4,091 | $1,655+147.1% | $2,504+63.4% | $2,551+60.4% |
| Participant deferral / active EE | $5,678 | $3,080+84.3% | $4,559+24.5% | $4,139+37.2% |
| Admin fee / account holder | $56 | $4,730-98.8% | $8,342-99.3% | $7,234-99.2% |