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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 | $47,441 | $153,769-69.1% | $133,975-64.6% | $273,972-82.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 25.05% | 36.51%-11.5pp | 29.29%-4.2pp | 41.46%-16.4pp |
| Employer contribution / active EE | $4,326 | $6,029-28.2% | $5,211-17.0% | $4,869-11.1% |
| Participant deferral / active EE | $12,701 | $6,958+82.5% | $6,282+102.2% | $5,287+140.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |