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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 | $47,881 | $54,541-12.2% | $78,778-39.2% | $70,126-31.7% |
| Participation rate | 97.7% | 60.8%+36.9pp | 69.2%+28.5pp | 69.5%+28.1pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $3,342 | $1,089+207.0% | $1,986+68.3% | $2,343+42.7% |
| Participant deferral / active EE | $5,583 | $2,210+152.6% | $2,958+88.7% | $3,332+67.6% |
| Admin fee / account holder | $196 | $3,709-94.7% | $5,134-96.2% | $4,645-95.8% |