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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 | $43,994 | $106,280-58.6% | $96,538-54.4% | $139,487-68.5% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 25.99% | 38.48%-12.5pp | 35.74%-9.8pp | 373.84%-347.9pp |
| Employer contribution / active EE | $6,735 | $4,107+64.0% | $3,740+80.1% | $4,755+41.6% |
| Participant deferral / active EE | $7,385 | $5,457+35.3% | $4,880+51.3% | $6,713+10.0% |
| Admin fee / account holder | $28 | $7,888-99.6% | $6,737-99.6% | $11,407-99.8% |