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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 | $28,564 | $110,212-74.1% | $96,534-70.4% | $139,466-79.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 26.31% | 26.42%-0.1pp | 25.88%+0.4pp | 373.66%-347.4pp |
| Employer contribution / active EE | $6,552 | $3,620+81.0% | $2,965+120.9% | $4,754+37.8% |
| Participant deferral / active EE | $7,117 | $5,547+28.3% | $4,851+46.7% | $6,712+6.0% |
| Admin fee / account holder | $4 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |