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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 | $49,503 | $76,551-35.3% | $123,894-60.0% | $62,881-21.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 15.40% | 18.68%-3.3pp | 47.52%-32.1pp | 20.14%-4.7pp |
| Employer contribution / active EE | $6,066 | $2,882+110.5% | $4,617+31.4% | $2,281+166.0% |
| Participant deferral / active EE | $8,235 | $4,840+70.2% | $5,984+37.6% | $3,203+157.1% |
| Admin fee / account holder | $278 | $4,826-94.2% | $8,357-96.7% | $4,296-93.5% |