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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 | $50,924 | $124,425-59.1% | $112,040-54.5% | $137,256-62.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.87% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,501 | $3,411-26.7% | $2,954-15.3% | $4,156-39.8% |
| Participant deferral / active EE | $10,845 | $5,718+89.7% | $5,098+112.7% | $6,407+69.3% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |