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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 | $24,310 | $110,307-78.0% | $96,576-74.8% | $139,456-82.6% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 31.30% | 26.40%+4.9pp | 25.87%+5.4pp | 373.45%-342.2pp |
| Employer contribution / active EE | $3,734 | $3,619+3.2% | $2,965+25.9% | $4,753-21.4% |
| Participant deferral / active EE | $8,779 | $5,547+58.2% | $4,851+81.0% | $6,711+30.8% |
| Admin fee / account holder | $38 | $11,597-99.7% | $8,253-99.5% | $11,407-99.7% |