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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 | $21,925 | $111,814-80.4% | $103,378-78.8% | $145,978-85.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.10% | 24.80%-7.7pp | 24.91%-7.8pp | 550.52%-533.4pp |
| Employer contribution / active EE | $3,841 | $4,215-8.9% | $3,870-0.8% | $4,662-17.6% |
| Participant deferral / active EE | $6,281 | $5,618+11.8% | $5,058+24.2% | $6,690-6.1% |
| Admin fee / account holder | $38 | $9,764-99.6% | $8,401-99.6% | $13,400-99.7% |