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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 | $37,584 | $110,307-65.9% | $96,576-61.1% | $139,456-73.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.64% | 26.40%-1.8pp | 25.87%-1.2pp | 373.45%-348.8pp |
| Employer contribution / active EE | $3,547 | $3,619-2.0% | $2,965+19.6% | $4,753-25.4% |
| Participant deferral / active EE | $7,983 | $5,547+43.9% | $4,851+64.6% | $6,711+18.9% |
| Admin fee / account holder | $225 | $11,597-98.1% | $8,253-97.3% | $11,407-98.0% |