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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 | $53,945 | $124,351-56.6% | $109,188-50.6% | $167,553-67.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.03% | 26.04%-15.0pp | 25.76%-14.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $3,655 | $4,210-13.2% | $3,723-1.8% | $4,840-24.5% |
| Participant deferral / active EE | $4,214 | $5,257-19.8% | $4,654-9.4% | $6,343-33.6% |
| Admin fee / account holder | $129 | $7,975-98.4% | $6,755-98.1% | $12,316-99.0% |