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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 | $22,121 | $78,694-71.9% | $67,653-67.3% | $125,388-82.4% |
| Participation rate | 90.5% | 78.8%+11.7pp | 75.7%+14.8pp | 83.2%+7.3pp |
| Annual return | 9.44% | 9.46%0pp | 6625.22%-6615.8pp | 282.24%-272.8pp |
| Employer contribution / active EE | $2,535 | $3,044-16.7% | $2,266+11.9% | $4,866-47.9% |
| Participant deferral / active EE | $5,485 | $4,292+27.8% | $3,560+54.1% | $5,352+2.5% |
| Admin fee / account holder | $118 | $7,403-98.4% | $4,821-97.6% | $9,541-98.8% |