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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 | $48,127 | $155,555-69.1% | $146,866-67.2% | $155,188-69.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.83% | 115.41%-104.6pp | 102.85%-92.0pp | 148.84%-138.0pp |
| Employer contribution / active EE | $3,042 | $4,647-34.5% | $4,425-31.3% | $4,248-28.4% |
| Participant deferral / active EE | $3,061 | $8,044-61.9% | $7,759-60.6% | $6,531-53.1% |
| Admin fee / account holder | $17 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |