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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 | $47,228 | $104,251-54.7% | $91,004-48.1% | $147,586-68.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.56% | 27.06%-6.5pp | 4.60%+16.0pp | 578.59%-558.0pp |
| Employer contribution / active EE | $2,581 | $3,116-17.2% | $2,456+5.1% | $4,876-47.1% |
| Participant deferral / active EE | $5,209 | $4,195+24.2% | $3,548+46.8% | $5,439-4.2% |
| Admin fee / account holder | $221 | $8,948-97.5% | $5,417-95.9% | $10,886-98.0% |