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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 | $32,031 | $100,970-68.3% | $96,576-66.8% | $137,256-76.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.55% | 38.16%-16.6pp | 38.47%-16.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $4,488 | $3,809+17.8% | $3,553+26.3% | $4,156+8.0% |
| Participant deferral / active EE | $7,094 | $8,286-14.4% | $7,956-10.8% | $6,407+10.7% |
| Admin fee / account holder | $128 | $11,312-98.9% | $11,381-98.9% | $12,270-99.0% |