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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 | $32,548 | $135,956-76.1% | $123,894-73.7% | $273,972-88.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.20% | 56.63%-51.4pp | 47.52%-42.3pp | 41.46%-36.3pp |
| Employer contribution / active EE | $12,232 | $5,170+136.6% | $4,617+165.0% | $4,869+151.2% |
| Participant deferral / active EE | $13,085 | $6,343+106.3% | $5,984+118.7% | $5,287+147.5% |
| Admin fee / account holder | $237 | $9,817-97.6% | $8,357-97.2% | $10,133-97.7% |