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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 | $49,341 | $67,602-27.0% | $82,312-40.1% | $70,126-29.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.67% | 21.57%-4.9pp | 25.88%-9.2pp | 73.15%-56.5pp |
| Employer contribution / active EE | $2,774 | $1,755+58.1% | $2,428+14.2% | $2,343+18.4% |
| Participant deferral / active EE | $9,010 | $2,987+201.6% | $3,706+143.1% | $3,332+170.4% |
| Admin fee / account holder | $144 | $4,512-96.8% | $5,608-97.4% | $4,645-96.9% |