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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 | $49,934 | $177,595-71.9% | $148,496-66.4% | $198,609-74.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.37% | 9.97%+3.4pp | 12.33%+1.0pp | 202.70%-189.3pp |
| Employer contribution / active EE | $7,832 | $4,098+91.1% | $3,497+123.9% | $5,055+54.9% |
| Participant deferral / active EE | $5,914 | $5,539+6.8% | $4,808+23.0% | $6,977-15.2% |
| Admin fee / account holder | $249 | $27,010-99.1% | $19,547-98.7% | $19,030-98.7% |