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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 | $26,899 | $136,307-80.3% | $106,619-74.8% | $273,972-90.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 11.05%-11.1pp | 9.42%-9.4pp | 41.46%-41.5pp |
| Employer contribution / active EE | $9,602 | $5,190+85.0% | $3,947+143.3% | $4,869+97.2% |
| Participant deferral / active EE | $9,844 | $4,969+98.1% | $3,930+150.5% | $5,287+86.2% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |