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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 | $210,908-64.4% | $153,643-51.1% | $145,884-48.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.93% | 13.46%-1.5pp | 15.71%-3.8pp | 551.85%-539.9pp |
| Employer contribution / active EE | $5,022 | $6,055-17.1% | $5,039-0.3% | $4,662+7.7% |
| Participant deferral / active EE | $11,822 | $7,976+48.2% | $6,754+75.0% | $6,690+76.7% |
| Admin fee / account holder | $264 | $19,477-98.6% | $12,739-97.9% | $13,392-98.0% |