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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 | $15,935 | $115,903-86.3% | $100,528-84.1% | $158,966-90.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 35.44% | 34.80%+0.6pp | 30.90%+4.5pp | 302.95%-267.5pp |
| Employer contribution / active EE | $1,981 | $4,105-51.7% | $3,419-42.0% | $4,762-58.4% |
| Participant deferral / active EE | $5,179 | $6,677-22.4% | $6,271-17.4% | $5,983-13.4% |
| Admin fee / account holder | $279 | $11,000-97.5% | $8,084-96.6% | $11,250-97.5% |