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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 | $33,213 | $140,592-76.4% | $123,105-73.0% | $125,389-73.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.67% | 16.80%-14.1pp | 13.22%-10.5pp | 282.24%-279.6pp |
| Employer contribution / active EE | $11,460 | $6,041+89.7% | $5,151+122.5% | $4,866+135.5% |
| Participant deferral / active EE | $6,000 | $6,980-14.0% | $6,229-3.7% | $5,352+12.1% |
| Admin fee / account holder | $25 | $11,198-99.8% | $9,014-99.7% | $9,541-99.7% |