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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 | $53,724 | $96,558-44.4% | $80,977-33.7% | $273,972-80.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 43.31% | 15.14%+28.2pp | 17.11%+26.2pp | 41.46%+1.9pp |
| Employer contribution / active EE | $3,202 | $4,869-34.2% | $3,715-13.8% | $4,869-34.2% |
| Participant deferral / active EE | $5,436 | $6,598-17.6% | $5,696-4.6% | $5,287+2.8% |
| Admin fee / account holder | $101 | $7,493-98.6% | $5,517-98.2% | $10,133-99.0% |