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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 | $32,668 | $228,352-85.7% | $185,827-82.4% | $158,950-79.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 36.21% | 40.81%-4.6pp | 35.96%+0.3pp | 302.91%-266.7pp |
| Employer contribution / active EE | $1,920 | $4,967-61.3% | $4,087-53.0% | $4,762-59.7% |
| Participant deferral / active EE | $15,500 | $6,416+141.6% | $5,633+175.2% | $5,983+159.1% |
| Admin fee / account holder | $84 | $11,867-99.3% | $9,502-99.1% | $11,248-99.3% |