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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 | $36,485 | $117,904-69.1% | $102,457-64.4% | $145,978-75.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 33.24% | 31.80%+1.4pp | 29.41%+3.8pp | 550.52%-517.3pp |
| Employer contribution / active EE | $4,685 | $3,613+29.7% | $3,022+55.0% | $4,662+0.5% |
| Participant deferral / active EE | $9,075 | $5,733+58.3% | $5,054+79.5% | $6,690+35.7% |
| Admin fee / account holder | $267 | $13,329-98.0% | $9,451-97.2% | $13,400-98.0% |