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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 | $73,270 | $105,623-30.6% | $87,502-16.3% | $273,972-73.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 43.86% | 12.26%+31.6pp | 12.21%+31.6pp | 41.46%+2.4pp |
| Employer contribution / active EE | $2,406 | $3,141-23.4% | $2,550-5.6% | $4,869-50.6% |
| Participant deferral / active EE | $560 | $3,601-84.4% | $3,149-82.2% | $5,287-89.4% |
| Admin fee / account holder | $54 | $4,781-98.9% | $4,221-98.7% | $10,133-99.5% |