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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 | $46,427 | $100,970-54.0% | $96,576-51.9% | $137,256-66.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.25% | 38.16%-17.9pp | 38.47%-18.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $4,036 | $3,809+5.9% | $3,553+13.6% | $4,156-2.9% |
| Participant deferral / active EE | $5,363 | $8,286-35.3% | $7,956-32.6% | $6,407-16.3% |
| Admin fee / account holder | $35 | $11,312-99.7% | $11,381-99.7% | $12,270-99.7% |