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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 | $54,656 | $182,442-70.0% | $163,379-66.5% | $138,895-60.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.04% | 72.74%-56.7pp | 63.41%-47.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,200 | $4,159-71.1% | $3,752-68.0% | $4,194-71.4% |
| Participant deferral / active EE | $10,800 | $6,817+58.4% | $6,282+71.9% | $6,396+68.9% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |