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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 | $60,951 | $102,245-40.4% | $89,340-31.8% | $137,256-55.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.91% | 21.89%-9.0pp | 20.57%-7.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,205 | $2,529+105.8% | $2,231+133.3% | $4,156+25.2% |
| Participant deferral / active EE | $4,392 | $4,436-1.0% | $3,823+14.9% | $6,407-31.5% |
| Admin fee / account holder | $15 | $8,085-99.8% | $6,704-99.8% | $12,270-99.9% |