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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 | $48,054 | $110,212-56.4% | $96,534-50.2% | $139,466-65.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.90% | 26.42%-10.5pp | 25.88%-10.0pp | 373.66%-357.8pp |
| Employer contribution / active EE | $3,692 | $3,620+2.0% | $2,965+24.5% | $4,754-22.3% |
| Participant deferral / active EE | $2,983 | $5,547-46.2% | $4,851-38.5% | $6,712-55.6% |
| Admin fee / account holder | $39 | $11,599-99.7% | $8,253-99.5% | $11,409-99.7% |