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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 | $48,902 | $100,970-51.6% | $96,576-49.4% | $137,256-64.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 24.93% | 38.16%-13.2pp | 38.47%-13.5pp | 220.34%-195.4pp |
| Employer contribution / active EE | $4,309 | $3,809+13.1% | $3,553+21.3% | $4,156+3.7% |
| Participant deferral / active EE | $6,007 | $8,286-27.5% | $7,956-24.5% | $6,407-6.2% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |