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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 | $44,660 | $101,798-56.1% | $165,071-72.9% | $80,935-44.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 34.67% | 16.73%+17.9pp | 70.17%-35.5pp | 35.66%-1.0pp |
| Employer contribution / active EE | $4,254 | $2,954+44.0% | $4,347-2.2% | $2,757+54.3% |
| Participant deferral / active EE | $13,904 | $4,476+210.6% | $6,035+130.4% | $4,299+223.4% |
| Admin fee / account holder | $28 | $8,221-99.7% | $12,695-99.8% | $6,924-99.6% |