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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 | $19,172 | $112,729-83.0% | $98,716-80.6% | $137,256-86.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 26.07% | 38.48%-12.4pp | 31.81%-5.7pp | 220.34%-194.3pp |
| Employer contribution / active EE | $3,326 | $2,725+22.1% | $2,279+46.0% | $4,156-20.0% |
| Participant deferral / active EE | $4,195 | $4,640-9.6% | $4,048+3.6% | $6,407-34.5% |
| Admin fee / account holder | $36 | $10,129-99.6% | $8,703-99.6% | $12,270-99.7% |