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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 | $49,917 | $106,247-53.0% | $96,515-48.3% | $139,466-64.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.37% | 38.47%-21.1pp | 35.73%-18.4pp | 373.66%-356.3pp |
| Employer contribution / active EE | $4,600 | $4,106+12.0% | $3,740+23.0% | $4,754-3.2% |
| Participant deferral / active EE | $11,327 | $5,456+107.6% | $4,880+132.1% | $6,712+68.8% |
| Admin fee / account holder | $298 | $7,885-96.2% | $6,735-95.6% | $11,409-97.4% |