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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 | $27,822 | $99,345-72.0% | $84,753-67.2% | $273,972-89.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.99% | 22.93%-12.9pp | 22.78%-12.8pp | 41.46%-31.5pp |
| Employer contribution / active EE | $7,896 | $4,214+87.4% | $3,574+120.9% | $4,869+62.2% |
| Participant deferral / active EE | $6,289 | $4,270+47.3% | $3,712+69.4% | $5,287+19.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |