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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 | $49,540 | $105,623-53.1% | $87,502-43.4% | $273,972-81.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 12.97% | 12.26%+0.7pp | 12.21%+0.8pp | 41.46%-28.5pp |
| Employer contribution / active EE | $7,041 | $3,141+124.2% | $2,550+176.1% | $4,869+44.6% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17 | $4,781-99.7% | $4,221-99.6% | $10,133-99.8% |