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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 | $33,873 | $169,237-80.0% | $129,339-73.8% | $145,978-76.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 15.98% | 14364.43%-14348.5pp | 9437.05%-9421.1pp | 550.52%-534.5pp |
| Employer contribution / active EE | $799 | $5,540-85.6% | $4,154-80.8% | $4,662-82.9% |
| Participant deferral / active EE | $5,255 | $4,991+5.3% | $4,170+26.0% | $6,690-21.4% |
| Admin fee / account holder | $29 | $9,882-99.7% | $7,668-99.6% | $13,400-99.8% |