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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 | $48,880 | $103,387-52.7% | $87,102-43.9% | $152,885-68.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.17% | 28.10%-4.9pp | 28.19%-5.0pp | 345.39%-322.2pp |
| Employer contribution / active EE | $3,565 | $3,221+10.7% | $2,521+41.4% | $4,763-25.1% |
| Participant deferral / active EE | $5,721 | $4,778+19.7% | $4,048+41.3% | $5,851-2.2% |
| Admin fee / account holder | $270 | $12,193-97.8% | $7,491-96.4% | $11,598-97.7% |