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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 | $68,675 | $114,712-40.1% | $173,730-60.5% | $87,485-21.5% |
| Participation rate | 87.2% | 73.0%+14.2pp | 79.6%+7.7pp | 68.9%+18.3pp |
| Annual return | 0.00% | 20.18%-20.2pp | 19.96%-20.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $5,366 | $2,904+84.8% | $4,577+17.2% | $2,596+106.7% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $31 | $10,210-99.7% | $17,523-99.8% | $7,775-99.6% |