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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 | $47,312 | $111,301-57.5% | $112,977-58.1% | $158,982-70.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 30.48% | 26.40%+4.1pp | 24.24%+6.2pp | 302.99%-272.5pp |
| Employer contribution / active EE | $2,426 | $4,471-45.7% | $4,255-43.0% | $4,763-49.1% |
| Participant deferral / active EE | $9,345 | $5,880+58.9% | $5,836+60.1% | $5,983+56.2% |
| Admin fee / account holder | $105 | $8,392-98.8% | $6,294-98.3% | $11,252-99.1% |