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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 | $27,361 | $110,337-75.2% | $102,383-73.3% | $145,877-81.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.13% | 24.83%-2.7pp | 24.94%-2.8pp | 551.28%-529.2pp |
| Employer contribution / active EE | $3,739 | $4,216-11.3% | $3,870-3.4% | $4,663-19.8% |
| Participant deferral / active EE | $4,691 | $5,621-16.5% | $5,060-7.3% | $6,691-29.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |