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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 | $43,491 | $210,908-79.4% | $153,643-71.7% | $145,884-70.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.91% | 13.46%+2.5pp | 15.71%+0.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,113 | $6,055-65.1% | $5,039-58.1% | $4,662-54.7% |
| Participant deferral / active EE | $10,534 | $7,976+32.1% | $6,754+56.0% | $6,690+57.5% |
| Admin fee / account holder | $122 | $19,477-99.4% | $12,739-99.0% | $13,392-99.1% |