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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 | $43,395 | $100,970-57.0% | $96,576-55.1% | $137,256-68.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.87% | 38.16%-15.3pp | 38.47%-15.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $4,408 | $3,809+15.7% | $3,553+24.0% | $4,156+6.1% |
| Participant deferral / active EE | $6,312 | $8,286-23.8% | $7,956-20.7% | $6,407-1.5% |
| Admin fee / account holder | $253 | $11,312-97.8% | $11,381-97.8% | $12,270-97.9% |