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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 | $57,173 | $124,425-54.0% | $112,040-49.0% | $137,256-58.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.45% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,897 | $3,411+14.2% | $2,954+31.9% | $4,156-6.2% |
| Participant deferral / active EE | $11,832 | $5,718+106.9% | $5,098+132.1% | $6,407+84.7% |
| Admin fee / account holder | $223 | $15,207-98.5% | $12,098-98.2% | $12,270-98.2% |