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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 | $23,035 | $110,212-79.1% | $96,534-76.1% | $139,466-83.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 28.62% | 26.42%+2.2pp | 25.88%+2.7pp | 373.66%-345.0pp |
| Employer contribution / active EE | $10,378 | $3,620+186.7% | $2,965+250.0% | $4,754+118.3% |
| Participant deferral / active EE | $11,200 | $5,547+101.9% | $4,851+130.9% | $6,712+66.9% |
| Admin fee / account holder | $107 | $11,599-99.1% | $8,253-98.7% | $11,409-99.1% |