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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 | $33,952 | $124,425-72.7% | $112,040-69.7% | $137,256-75.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.48% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,470 | $3,411-27.6% | $2,954-16.4% | $4,156-40.6% |
| Participant deferral / active EE | $3,024 | $5,718-47.1% | $5,098-40.7% | $6,407-52.8% |
| Admin fee / account holder | $111 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |