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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 | $16,547 | $110,379-85.0% | $102,412-83.8% | $145,884-88.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.51% | 24.84%-15.3pp | 24.94%-15.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $5,115 | $4,216+21.3% | $3,870+32.2% | $4,662+9.7% |
| Participant deferral / active EE | $4,461 | $5,622-20.6% | $5,060-11.8% | $6,690-33.3% |
| Admin fee / account holder | $47 | $9,745-99.5% | $8,388-99.4% | $13,392-99.7% |