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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 | $23,668 | $102,609-76.9% | $98,090-75.9% | $138,895-83.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 16.33% | 36.44%-20.1pp | 37.05%-20.7pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,937 | $8,167-2.8% | $7,845+1.2% | $6,396+24.1% |
| Admin fee / account holder | $249 | $11,434-97.8% | $11,815-97.9% | $12,562-98.0% |