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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 | $46,995 | $56,894-17.4% | $84,753-44.6% | $62,881-25.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 11.36% | 6.30%+5.1pp | 22.78%-11.4pp | 20.14%-8.8pp |
| Employer contribution / active EE | $4,550 | $2,400+89.6% | $3,574+27.3% | $2,281+99.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $75 | $3,581-97.9% | $5,333-98.6% | $4,296-98.3% |