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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 | $36,614 | $139,948-73.8% | $121,663-69.9% | $154,746-76.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.5%+0.5pp | 80.7%-5.7pp |
| Annual return | 21.10% | 230.52%-209.4pp | 147.54%-126.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,613 | $3,521-54.2% | $3,020-46.6% | $4,379-63.2% |
| Participant deferral / active EE | $5,316 | $5,629-5.6% | $4,887+8.8% | $6,730-21.0% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |