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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 | $40,897 | $211,288-80.6% | $178,540-77.1% | $145,884-72.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.65% | 30.27%-15.6pp | 27.15%-12.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $4,050 | $4,574-11.5% | $3,953+2.5% | $4,662-13.1% |
| Participant deferral / active EE | $7,791 | $6,967+11.8% | $6,281+24.0% | $6,690+16.5% |
| Admin fee / account holder | $290 | $12,105-97.6% | $10,424-97.2% | $13,392-97.8% |