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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 | $15,841 | $87,166-81.8% | $76,735-79.4% | $137,256-88.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 26.25% | 26.50%-0.3pp | 29.77%-3.5pp | 220.34%-194.1pp |
| Employer contribution / active EE | $3,054 | $2,904+5.1% | $2,454+24.4% | $4,156-26.5% |
| Participant deferral / active EE | $2,811 | $4,726-40.5% | $4,088-31.2% | $6,407-56.1% |
| Admin fee / account holder | $13 | $8,403-99.9% | $7,189-99.8% | $12,270-99.9% |