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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 | $48,383 | $50,972-5.1% | $88,632-45.4% | $72,976-33.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 68.8%+31.2pp | 69.5%+30.5pp |
| Annual return | 16.69% | 29.62%-12.9pp | 43.75%-27.1pp | 81.02%-64.3pp |
| Employer contribution / active EE | $6,984 | $1,475+373.6% | $2,101+232.4% | $2,440+186.2% |
| Participant deferral / active EE | $4,986 | $2,230+123.6% | $2,917+70.9% | $3,608+38.2% |
| Admin fee / account holder | $0 | $3,230-100.0% | $4,308-100.0% | $5,124-100.0% |