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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 | $15,879 | $111,814-85.8% | $103,378-84.6% | $145,978-89.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.44% | 24.80%+0.6pp | 24.91%+0.5pp | 550.52%-525.1pp |
| Employer contribution / active EE | $3,089 | $4,215-26.7% | $3,870-20.2% | $4,662-33.7% |
| Participant deferral / active EE | $13,155 | $5,618+134.2% | $5,058+160.1% | $6,690+96.6% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |