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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 | $49,230 | $176,786-72.2% | $146,643-66.4% | $167,536-70.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.83% | 24.04%-9.2pp | 22.75%-7.9pp | 478.82%-464.0pp |
| Employer contribution / active EE | $1,335 | $5,161-74.1% | $4,137-67.7% | $4,839-72.4% |
| Participant deferral / active EE | $7,002 | $6,440+8.7% | $5,506+27.2% | $6,342+10.4% |
| Admin fee / account holder | $15 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |