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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 | $97,289-66.3% | $92,805-64.6% | $155,188-78.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 23.89% | 29.03%-5.1pp | 31.59%-7.7pp | 148.84%-125.0pp |
| Employer contribution / active EE | $8,370 | $3,632+130.4% | $3,424+144.4% | $4,248+97.0% |
| Participant deferral / active EE | $8,885 | $8,795+1.0% | $8,448+5.2% | $6,531+36.0% |
| Admin fee / account holder | $16 | $12,015-99.9% | $10,911-99.9% | $14,480-99.9% |