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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 | $25,995 | $126,661-79.5% | $113,397-77.1% | $138,895-81.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 26.49% | 25.05%+1.4pp | 23.20%+3.3pp | 145.39%-118.9pp |
| Employer contribution / active EE | $3,161 | $3,456-8.5% | $2,977+6.2% | $4,194-24.6% |
| Participant deferral / active EE | $4,375 | $5,693-23.1% | $5,076-13.8% | $6,396-31.6% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |