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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 | $50,963 | $154,228-67.0% | $145,433-65.0% | $137,256-62.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.75% | 74.59%-45.8pp | 66.58%-37.8pp | 220.34%-191.6pp |
| Employer contribution / active EE | $3,142 | $4,804-34.6% | $4,554-31.0% | $4,156-24.4% |
| Participant deferral / active EE | $5,595 | $8,216-31.9% | $7,897-29.2% | $6,407-12.7% |
| Admin fee / account holder | $38 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |