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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 | $22,534 | $113,338-80.1% | $94,993-76.3% | $147,586-84.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.55% | 20.80%-4.2pp | 27.14%-10.6pp | 578.59%-562.0pp |
| Employer contribution / active EE | $3,370 | $3,160+6.6% | $2,603+29.4% | $4,876-30.9% |
| Participant deferral / active EE | $4,973 | $3,777+31.7% | $3,317+49.9% | $5,439-8.6% |
| Admin fee / account holder | $263 | $6,063-95.7% | $4,960-94.7% | $10,886-97.6% |