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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 | $48,739 | $115,917-58.0% | $100,535-51.5% | $158,982-69.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.88% | 34.80%-10.9pp | 30.90%-7.0pp | 302.99%-279.1pp |
| Employer contribution / active EE | $2,138 | $4,105-47.9% | $3,419-37.5% | $4,763-55.1% |
| Participant deferral / active EE | $7,574 | $6,677+13.4% | $6,271+20.8% | $5,983+26.6% |
| Admin fee / account holder | $20 | $11,002-99.8% | $8,085-99.8% | $11,252-99.8% |