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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 | $124,213-83.0% | $118,106-82.2% | $154,746-86.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 30.81% | 18.29%+12.5pp | 19.44%+11.4pp | 172.34%-141.5pp |
| Employer contribution / active EE | $4,556 | $4,905-7.1% | $4,698-3.0% | $4,379+4.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $267 | $9,627-97.2% | $8,973-97.0% | $14,365-98.1% |