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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 | $12,134 | $112,729-89.2% | $98,716-87.7% | $137,256-91.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 25.31% | 38.48%-13.2pp | 31.81%-6.5pp | 220.34%-195.0pp |
| Employer contribution / active EE | $3,243 | $2,725+19.0% | $2,279+42.3% | $4,156-22.0% |
| Participant deferral / active EE | $2,865 | $4,640-38.2% | $4,048-29.2% | $6,407-55.3% |
| Admin fee / account holder | $54 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |