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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 | $35,751 | $172,111-79.2% | $150,298-76.2% | $137,256-74.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.53% | 69.37%-45.8pp | 62.79%-39.3pp | 220.34%-196.8pp |
| Employer contribution / active EE | $2,991 | $4,636-35.5% | $4,154-28.0% | $4,156-28.0% |
| Participant deferral / active EE | $14,404 | $6,166+133.6% | $5,453+164.2% | $6,407+124.8% |
| Admin fee / account holder | $38 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |