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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 | $75,683 | $106,974-29.3% | $90,796-16.6% | $138,895-45.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 12.65% | 20.10%-7.5pp | 19.29%-6.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,335 | $4,455+176.9% | $3,822+222.8% | $6,396+92.9% |
| Admin fee / account holder | $2 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |