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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 | $47,197 | $118,496-60.2% | $98,461-52.1% | $139,466-66.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.31% | 18.96%-6.7pp | 21.17%-8.9pp | 373.66%-361.4pp |
| Employer contribution / active EE | $2,896 | $3,611-19.8% | $3,049-5.0% | $4,754-39.1% |
| Participant deferral / active EE | $7,402 | $5,393+37.3% | $4,738+56.2% | $6,712+10.3% |
| Admin fee / account holder | $113 | $14,056-99.2% | $8,961-98.7% | $11,409-99.0% |