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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 | $17,116 | $110,410-84.5% | $102,437-83.3% | $145,897-88.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 17.42% | 24.85%-7.4pp | 24.95%-7.5pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,267 | $4,217-46.2% | $3,871-41.4% | $4,663-51.4% |
| Participant deferral / active EE | $3,977 | $5,622-29.3% | $5,060-21.4% | $6,689-40.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |