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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 | $113,425 | $35,183+222.4% | $73,550+54.2% | $70,126+61.7% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 16.41% | 26.90%-10.5pp | -15.16%+31.6pp | 73.15%-56.7pp |
| Employer contribution / active EE | $3,953 | $709+457.8% | $1,219+224.2% | $2,343+68.7% |
| Participant deferral / active EE | $3,747 | $1,220+207.2% | $1,804+107.7% | $3,332+12.5% |
| Admin fee / account holder | $32 | $2,302-98.6% | $2,320-98.6% | $4,645-99.3% |