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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 | $90,728-45.4% | $86,279-42.6% | $138,895-64.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 78.7%+21.3pp | 79.9%+20.1pp |
| Annual return | 21.72% | 34.83%-13.1pp | 30.40%-8.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $2,250 | $4,974-54.8% | $4,663-51.8% | $4,194-46.4% |
| Participant deferral / active EE | $14,689 | $6,125+139.8% | $5,658+159.6% | $6,396+129.6% |
| Admin fee / account holder | $0 | $11,808-100.0% | $10,485-100.0% | $12,562-100.0% |