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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 | $46,390 | $211,224-78.0% | $178,505-74.0% | $145,897-68.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.18% | 30.28%-15.1pp | 27.16%-12.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $4,164 | $4,577-9.0% | $3,955+5.3% | $4,663-10.7% |
| Participant deferral / active EE | $4,164 | $6,966-40.2% | $6,280-33.7% | $6,689-37.8% |
| Admin fee / account holder | $20 | $12,109-99.8% | $10,428-99.8% | $13,390-99.9% |