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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 | $41,054 | $199,109-79.4% | $173,730-76.4% | $154,746-73.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.51% | 20.02%-4.5pp | 19.96%-4.4pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,378 | $5,311-55.2% | $4,577-48.0% | $4,379-45.7% |
| Participant deferral / active EE | $2,973 | $7,113-58.2% | $6,326-53.0% | $6,730-55.8% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |