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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 | $25,973 | $70,486-63.2% | $100,535-74.2% | $79,856-67.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 34.09% | 21.90%+12.2pp | 30.90%+3.2pp | 31.71%+2.4pp |
| Employer contribution / active EE | $4,519 | $2,165+108.8% | $3,419+32.2% | $2,471+82.9% |
| Participant deferral / active EE | $4,426 | $5,182-14.6% | $6,271-29.4% | $3,741+18.3% |
| Admin fee / account holder | $23 | $4,480-99.5% | $8,085-99.7% | $5,306-99.6% |