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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 | $51,475 | $56,110-8.3% | $94,993-45.8% | $70,126-26.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 12.49% | 51.02%-38.5pp | 27.14%-14.7pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,529 | $1,442+6.0% | $2,603-41.3% | $2,343-34.7% |
| Participant deferral / active EE | $3,228 | $2,391+35.0% | $3,317-2.7% | $3,332-3.1% |
| Admin fee / account holder | $2 | $3,456-99.9% | $4,960-100.0% | $4,645-100.0% |