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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 | $18,511 | $110,379-83.2% | $102,412-81.9% | $145,884-87.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.62% | 24.84%-4.2pp | 24.94%-4.3pp | 551.85%-531.2pp |
| Employer contribution / active EE | $2,738 | $4,216-35.0% | $3,870-29.2% | $4,662-41.3% |
| Participant deferral / active EE | $6,383 | $5,622+13.5% | $5,060+26.1% | $6,690-4.6% |
| Admin fee / account holder | $96 | $9,745-99.0% | $8,388-98.9% | $13,392-99.3% |