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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 | $51,999 | $112,729-53.9% | $98,716-47.3% | $137,256-62.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.77% | 38.48%-17.7pp | 31.81%-11.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,543 | $2,725+30.0% | $2,279+55.5% | $4,156-14.8% |
| Participant deferral / active EE | $7,212 | $4,640+55.4% | $4,048+78.2% | $6,407+12.6% |
| Admin fee / account holder | $105 | $10,129-99.0% | $8,703-98.8% | $12,270-99.1% |