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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 | $44,127 | $117,846-62.6% | $102,434-56.9% | $145,884-69.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.10% | 31.90%-20.8pp | 29.46%-18.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,403 | $3,615-33.5% | $3,023-20.5% | $4,662-48.5% |
| Participant deferral / active EE | $6,771 | $5,733+18.1% | $5,055+33.9% | $6,690+1.2% |
| Admin fee / account holder | $10 | $13,356-99.9% | $9,462-99.9% | $13,392-99.9% |