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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 | $18,421 | $102,245-82.0% | $89,340-79.4% | $137,256-86.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.45% | 21.89%+1.6pp | 20.57%+2.9pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,389 | $2,529-5.5% | $2,231+7.1% | $4,156-42.5% |
| Participant deferral / active EE | $7,586 | $4,436+71.0% | $3,823+98.4% | $6,407+18.4% |
| Admin fee / account holder | $287 | $8,085-96.4% | $6,704-95.7% | $12,270-97.7% |