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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 | $50,745 | $90,486-43.9% | $78,676-35.5% | $273,972-81.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 78.97% | 75.62%+3.4pp | 62.19%+16.8pp | 41.46%+37.5pp |
| Employer contribution / active EE | $1,367 | $3,175-56.9% | $2,850-52.0% | $4,869-71.9% |
| Participant deferral / active EE | $5,176 | $3,901+32.7% | $3,517+47.2% | $5,287-2.1% |
| Admin fee / account holder | $164 | $5,263-96.9% | $4,510-96.4% | $10,133-98.4% |