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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 | $42,575 | $125,797-66.2% | $170,043-75.0% | $75,173-43.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 25.07% | 27.20%-2.1pp | 53.40%-28.3pp | 160.72%-135.7pp |
| Employer contribution / active EE | $3,694 | $4,616-20.0% | $6,790-45.6% | $2,671+38.3% |
| Participant deferral / active EE | $10,462 | $6,838+53.0% | $10,410+0.5% | $4,126+153.5% |
| Admin fee / account holder | $13 | $8,177-99.8% | $12,824-99.9% | $5,651-99.8% |