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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 | $42,605 | $127,387-66.6% | $115,038-63.0% | $125,389-66.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 15.32% | 31.28%-16.0pp | 26.14%-10.8pp | 282.24%-266.9pp |
| Employer contribution / active EE | $2,142 | $5,166-58.5% | $4,608-53.5% | $4,866-56.0% |
| Participant deferral / active EE | $2,745 | $6,423-57.3% | $6,026-54.4% | $5,352-48.7% |
| Admin fee / account holder | $85 | $9,516-99.1% | $8,175-99.0% | $9,541-99.1% |