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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 | $25,517 | $110,410-76.9% | $102,437-75.1% | $145,897-82.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 29.90% | 24.85%+5.0pp | 24.95%+5.0pp | 552.29%-522.4pp |
| Employer contribution / active EE | $1,931 | $4,217-54.2% | $3,871-50.1% | $4,663-58.6% |
| Participant deferral / active EE | $14,908 | $5,622+165.2% | $5,060+194.6% | $6,689+122.9% |
| Admin fee / account holder | $73 | $9,745-99.2% | $8,388-99.1% | $13,390-99.5% |