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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 | $61,383 | $113,941-46.1% | $94,228-34.9% | $125,388-51.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 29.31% | 5.29%+24.0pp | 10.68%+18.6pp | 282.24%-252.9pp |
| Employer contribution / active EE | $5,443 | $4,727+15.1% | $3,587+51.8% | $4,866+11.9% |
| Participant deferral / active EE | $6,405 | $5,179+23.7% | $4,320+48.2% | $5,352+19.7% |
| Admin fee / account holder | $225 | $8,392-97.3% | $6,269-96.4% | $9,541-97.6% |