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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 | $54,306 | $162,785-66.6% | $133,959-59.5% | $158,950-65.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.87% | 41.94%-24.1pp | 45.09%-27.2pp | 302.91%-285.0pp |
| Employer contribution / active EE | $4,584 | $4,975-7.9% | $3,919+17.0% | $4,762-3.7% |
| Participant deferral / active EE | $4,796 | $5,910-18.9% | $5,047-5.0% | $5,983-19.8% |
| Admin fee / account holder | $215 | $11,738-98.2% | $8,928-97.6% | $11,248-98.1% |