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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 | $49,007 | $228,352-78.5% | $185,835-73.6% | $158,966-69.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.52% | 40.81%-16.3pp | 35.96%-11.4pp | 302.95%-278.4pp |
| Employer contribution / active EE | $2,958 | $4,967-40.4% | $4,087-27.6% | $4,762-37.9% |
| Participant deferral / active EE | $3,436 | $6,416-46.5% | $5,633-39.0% | $5,983-42.6% |
| Admin fee / account holder | $111 | $11,867-99.1% | $9,502-98.8% | $11,250-99.0% |