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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 | $49,517 | $70,532-29.8% | $68,948-28.2% | $137,256-63.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 21.72% | 32.56%-10.8pp | 28.39%-6.7pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,250 | $4,355-48.3% | $4,165-46.0% | $4,156-45.9% |
| Participant deferral / active EE | $14,689 | $6,773+116.9% | $6,186+137.4% | $6,407+129.3% |
| Admin fee / account holder | $0 | $7,916-100.0% | $7,539-100.0% | $12,270-100.0% |