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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 | $26,257 | $126,661-79.3% | $113,397-76.8% | $138,895-81.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 22.56% | 25.05%-2.5pp | 23.20%-0.6pp | 145.39%-122.8pp |
| Employer contribution / active EE | $2,692 | $3,456-22.1% | $2,977-9.6% | $4,194-35.8% |
| Participant deferral / active EE | $5,108 | $5,693-10.3% | $5,076+0.6% | $6,396-20.1% |
| Admin fee / account holder | $45 | $14,549-99.7% | $11,957-99.6% | $12,562-99.6% |