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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 | $41,049 | $181,896-77.4% | $156,551-73.8% | $273,972-85.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.73% | 30.74%-14.0pp | 32.23%-15.5pp | 41.46%-24.7pp |
| Employer contribution / active EE | $2,583 | $6,248-58.7% | $5,501-53.0% | $4,869-46.9% |
| Participant deferral / active EE | $5,250 | $5,550-5.4% | $4,871+7.8% | $5,287-0.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |