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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 | $27,242 | $118,496-77.0% | $98,461-72.3% | $139,466-80.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.21% | 18.96%+4.3pp | 21.17%+2.0pp | 373.66%-350.5pp |
| Employer contribution / active EE | $4,468 | $3,611+23.8% | $3,049+46.6% | $4,754-6.0% |
| Participant deferral / active EE | $5,107 | $5,393-5.3% | $4,738+7.8% | $6,712-23.9% |
| Admin fee / account holder | $89 | $14,056-99.4% | $8,961-99.0% | $11,409-99.2% |