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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 | $34,939 | $176,786-80.2% | $146,643-76.2% | $167,536-79.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 24.19% | 24.04%+0.2pp | 22.75%+1.4pp | 478.82%-454.6pp |
| Employer contribution / active EE | $2,277 | $5,161-55.9% | $4,137-45.0% | $4,839-52.9% |
| Participant deferral / active EE | $10,266 | $6,440+59.4% | $5,506+86.4% | $6,342+61.9% |
| Admin fee / account holder | $139 | $13,262-99.0% | $10,280-98.6% | $12,315-98.9% |