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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 | $26,135 | $81,476-67.9% | $102,383-74.5% | $80,925-67.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 43.51% | 25.59%+17.9pp | 24.94%+18.6pp | 35.65%+7.9pp |
| Employer contribution / active EE | $5,074 | $3,105+63.4% | $3,870+31.1% | $2,756+84.1% |
| Participant deferral / active EE | $3,013 | $3,871-22.2% | $5,060-40.5% | $4,299-29.9% |
| Admin fee / account holder | $285 | $6,717-95.8% | $8,391-96.6% | $6,940-95.9% |