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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 | $33,351 | $110,278-69.8% | $95,740-65.2% | $139,466-76.1% |
| Participation rate | 92.9% | 75.7%+17.1pp | 72.3%+20.6pp | 80.3%+12.5pp |
| Annual return | 23.94% | 27.19%-3.2pp | 28.41%-4.5pp | 373.66%-349.7pp |
| Employer contribution / active EE | $3,531 | $3,260+8.3% | $2,836+24.5% | $4,754-25.7% |
| Participant deferral / active EE | $11,291 | $4,674+141.6% | $4,244+166.1% | $6,712+68.2% |
| Admin fee / account holder | $106 | $6,613-98.4% | $5,676-98.1% | $11,409-99.1% |