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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 | $45,466 | $149,679-69.6% | $117,039-61.2% | $147,586-69.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 21.26% | 19.31%+1.9pp | 18.95%+2.3pp | 578.59%-557.3pp |
| Employer contribution / active EE | $2,940 | $4,937-40.4% | $3,785-22.3% | $4,876-39.7% |
| Participant deferral / active EE | $11,025 | $4,912+124.5% | $3,929+180.6% | $5,439+102.7% |
| Admin fee / account holder | $264 | $7,856-96.6% | $5,974-95.6% | $10,886-97.6% |