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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 | $66,326 | $136,307-51.3% | $106,619-37.8% | $273,972-75.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 43.73% | 11.05%+32.7pp | 9.42%+34.3pp | 41.46%+2.3pp |
| Employer contribution / active EE | $2,698 | $5,190-48.0% | $3,947-31.6% | $4,869-44.6% |
| Participant deferral / active EE | $4,237 | $4,969-14.7% | $3,930+7.8% | $5,287-19.9% |
| Admin fee / account holder | $6 | $8,625-99.9% | $6,418-99.9% | $10,133-99.9% |