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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 | $38,430 | $110,379-65.2% | $102,412-62.5% | $145,884-73.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 23.75% | 24.84%-1.1pp | 24.94%-1.2pp | 551.85%-528.1pp |
| Employer contribution / active EE | $1,963 | $4,216-53.4% | $3,870-49.3% | $4,662-57.9% |
| Participant deferral / active EE | $10,384 | $5,622+84.7% | $5,060+105.2% | $6,690+55.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |