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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 | $49,943 | $115,903-56.9% | $100,528-50.3% | $158,966-68.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 24.21% | 34.80%-10.6pp | 30.90%-6.7pp | 302.95%-278.7pp |
| Employer contribution / active EE | $4,321 | $4,105+5.3% | $3,419+26.4% | $4,762-9.3% |
| Participant deferral / active EE | $10,380 | $6,677+55.5% | $6,271+65.5% | $5,983+73.5% |
| Admin fee / account holder | $65 | $11,000-99.4% | $8,084-99.2% | $11,250-99.4% |