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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 | $27,463 | $110,278-75.1% | $95,740-71.3% | $139,466-80.3% |
| Participation rate | 75.0% | 75.7%-0.7pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 26.93% | 27.19%-0.3pp | 28.41%-1.5pp | 373.66%-346.7pp |
| Employer contribution / active EE | $3,525 | $3,260+8.1% | $2,836+24.3% | $4,754-25.8% |
| Participant deferral / active EE | $8,441 | $4,674+80.6% | $4,244+98.9% | $6,712+25.8% |
| Admin fee / account holder | $155 | $6,613-97.7% | $5,676-97.3% | $11,409-98.6% |