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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 | $40,151 | $100,970-60.2% | $96,576-58.4% | $137,256-70.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 27.27% | 38.16%-10.9pp | 38.47%-11.2pp | 220.34%-193.1pp |
| Employer contribution / active EE | $2,739 | $3,809-28.1% | $3,553-22.9% | $4,156-34.1% |
| Participant deferral / active EE | $12,139 | $8,286+46.5% | $7,956+52.6% | $6,407+89.5% |
| Admin fee / account holder | $14 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |