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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 | $30,814 | $124,425-75.2% | $112,040-72.5% | $137,256-77.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 27.28% | 24.72%+2.6pp | 24.52%+2.8pp | 220.34%-193.1pp |
| Employer contribution / active EE | $6,472 | $3,411+89.7% | $2,954+119.1% | $4,156+55.7% |
| Participant deferral / active EE | $8,955 | $5,718+56.6% | $5,098+75.7% | $6,407+39.8% |
| Admin fee / account holder | $50 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |