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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 | $37,149 | $115,225-67.8% | $100,712-63.1% | $138,895-73.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 33.91% | 40.35%-6.4pp | 33.27%+0.6pp | 145.39%-111.5pp |
| Employer contribution / active EE | $2,214 | $2,771-20.1% | $2,313-4.3% | $4,194-47.2% |
| Participant deferral / active EE | $16,176 | $4,699+244.2% | $4,085+296.0% | $6,396+152.9% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |