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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 | $21,080 | $92,798-77.3% | $96,707-78.2% | $137,256-84.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 30.81% | 31.24%-0.4pp | 34.78%-4.0pp | 220.34%-189.5pp |
| Employer contribution / active EE | $4,556 | $4,147+9.8% | $4,191+8.7% | $4,156+9.6% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $267 | $7,946-96.6% | $7,503-96.4% | $12,270-97.8% |