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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 | $64,262 | $215,361-70.2% | $171,082-62.4% | $273,972-76.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $7,143 | $4,967+43.8% | $4,002+78.5% | $4,869+46.7% |
| Participant deferral / active EE | $17,416 | $5,543+214.2% | $4,797+263.0% | $5,287+229.4% |
| Admin fee / account holder | $38 | $10,846-99.7% | $8,520-99.6% | $10,133-99.6% |