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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 | $49,586 | $211,288-76.5% | $178,540-72.2% | $145,884-66.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.49% | 30.27%-14.8pp | 27.15%-11.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $914 | $4,574-80.0% | $3,953-76.9% | $4,662-80.4% |
| Participant deferral / active EE | $7,055 | $6,967+1.3% | $6,281+12.3% | $6,690+5.5% |
| Admin fee / account holder | $195 | $12,105-98.4% | $10,424-98.1% | $13,392-98.5% |