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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 | $32,811 | $100,970-67.5% | $96,576-66.0% | $137,256-76.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.89% | 38.16%-14.3pp | 38.47%-14.6pp | 220.34%-196.5pp |
| Employer contribution / active EE | $8,370 | $3,809+119.7% | $3,553+135.6% | $4,156+101.4% |
| Participant deferral / active EE | $8,885 | $8,286+7.2% | $7,956+11.7% | $6,407+38.7% |
| Admin fee / account holder | $16 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |