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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 | $44,372 | $106,749-58.4% | $145,433-69.5% | $82,448-46.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.27% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $4,160 | $3,444+20.8% | $4,554-8.7% | $2,551+63.1% |
| Participant deferral / active EE | $3,731 | $6,519-42.8% | $7,897-52.8% | $4,139-9.9% |
| Admin fee / account holder | $113 | $8,390-98.7% | $13,129-99.1% | $7,234-98.4% |