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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 | $37,594 | $110,212-65.9% | $96,534-61.1% | $139,466-73.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.50% | 26.42%-4.9pp | 25.88%-4.4pp | 373.66%-352.2pp |
| Employer contribution / active EE | $5,032 | $3,620+39.0% | $2,965+69.7% | $4,754+5.8% |
| Participant deferral / active EE | $7,099 | $5,547+28.0% | $4,851+46.3% | $6,712+5.8% |
| Admin fee / account holder | $16 | $11,599-99.9% | $8,253-99.8% | $11,409-99.9% |