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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 | $36,906 | $126,661-70.9% | $113,397-67.5% | $138,895-73.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 21.92% | 25.05%-3.1pp | 23.20%-1.3pp | 145.39%-123.5pp |
| Employer contribution / active EE | $4,599 | $3,456+33.1% | $2,977+54.5% | $4,194+9.6% |
| Participant deferral / active EE | $4,803 | $5,693-15.6% | $5,076-5.4% | $6,396-24.9% |
| Admin fee / account holder | $19 | $14,549-99.9% | $11,957-99.8% | $12,562-99.8% |