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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 | $32,272 | $112,729-71.4% | $98,716-67.3% | $137,256-76.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.81% | 38.48%-14.7pp | 31.81%-8.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $2,326 | $2,725-14.6% | $2,279+2.1% | $4,156-44.0% |
| Participant deferral / active EE | $4,374 | $4,640-5.7% | $4,048+8.1% | $6,407-31.7% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |