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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 | $46,528 | $69,518-33.1% | $59,887-22.3% | $135,379-65.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.01% | 7.95%+2.1pp | 3.46%+6.5pp | 519.79%-509.8pp |
| Employer contribution / active EE | $2,527 | $3,235-21.9% | $2,722-7.2% | $4,779-47.1% |
| Participant deferral / active EE | $5,451 | $4,204+29.6% | $3,402+60.2% | $5,609-2.8% |
| Admin fee / account holder | $236 | $5,734-95.9% | $3,591-93.4% | $10,828-97.8% |