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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 | $30,877 | $184,014-83.2% | $161,149-80.8% | $138,895-77.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 25.27% | 21.52%+3.7pp | 21.16%+4.1pp | 145.39%-120.1pp |
| Employer contribution / active EE | $3,493 | $5,055-30.9% | $4,360-19.9% | $4,194-16.7% |
| Participant deferral / active EE | $11,715 | $6,909+69.5% | $6,153+90.4% | $6,396+83.1% |
| Admin fee / account holder | $225 | $18,027-98.8% | $15,194-98.5% | $12,562-98.2% |