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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 | $39,519 | $106,280-62.8% | $96,538-59.1% | $139,487-71.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.15% | 38.48%-15.3pp | 35.74%-12.6pp | 373.84%-350.7pp |
| Employer contribution / active EE | $3,796 | $4,107-7.6% | $3,740+1.5% | $4,755-20.2% |
| Participant deferral / active EE | $9,340 | $5,457+71.2% | $4,880+91.4% | $6,713+39.1% |
| Admin fee / account holder | $109 | $7,888-98.6% | $6,737-98.4% | $11,407-99.0% |