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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 | $48,444 | $127,386-62.0% | $115,037-57.9% | $125,388-61.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 1.56% | 31.28%-29.7pp | 26.14%-24.6pp | 282.24%-280.7pp |
| Employer contribution / active EE | $3,670 | $5,166-29.0% | $4,608-20.4% | $4,866-24.6% |
| Participant deferral / active EE | $10,589 | $6,423+64.9% | $6,026+75.7% | $5,352+97.9% |
| Admin fee / account holder | $127 | $9,516-98.7% | $8,175-98.5% | $9,541-98.7% |