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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 | $48,058 | $87,166-44.9% | $76,735-37.4% | $137,256-65.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 21.12% | 26.50%-5.4pp | 29.77%-8.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,902 | $2,904+68.8% | $2,454+99.7% | $4,156+17.9% |
| Participant deferral / active EE | $33,375 | $4,726+606.2% | $4,088+716.4% | $6,407+420.9% |
| Admin fee / account holder | $75 | $8,403-99.1% | $7,189-99.0% | $12,270-99.4% |