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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 | $75,061 | $210,343-64.3% | $153,476-51.1% | $145,978-48.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.93% | 13.38%-1.4pp | 15.66%-3.7pp | 550.52%-538.6pp |
| Employer contribution / active EE | $5,022 | $6,047-17.0% | $5,038-0.3% | $4,662+7.7% |
| Participant deferral / active EE | $11,822 | $7,977+48.2% | $6,759+74.9% | $6,690+76.7% |
| Admin fee / account holder | $264 | $19,424-98.6% | $12,729-97.9% | $13,400-98.0% |