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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 | $46,316 | $96,558-52.0% | $80,977-42.8% | $273,972-83.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 45.20% | 15.14%+30.1pp | 17.11%+28.1pp | 41.46%+3.7pp |
| Employer contribution / active EE | $2,117 | $4,869-56.5% | $3,715-43.0% | $4,869-56.5% |
| Participant deferral / active EE | $1,710 | $6,598-74.1% | $5,696-70.0% | $5,287-67.7% |
| Admin fee / account holder | $189 | $7,493-97.5% | $5,517-96.6% | $10,133-98.1% |