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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 | $29,625 | $106,280-72.1% | $96,538-69.3% | $139,487-78.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.61% | 38.48%-14.9pp | 35.74%-12.1pp | 373.84%-350.2pp |
| Employer contribution / active EE | $4,160 | $4,107+1.3% | $3,740+11.2% | $4,755-12.5% |
| Participant deferral / active EE | $5,200 | $5,457-4.7% | $4,880+6.5% | $6,713-22.5% |
| Admin fee / account holder | $98 | $7,888-98.8% | $6,737-98.5% | $11,407-99.1% |