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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 | $36,198 | $136,307-73.4% | $106,619-66.0% | $273,972-86.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.38% | 11.05%-1.7pp | 9.42%0pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,208 | $5,190-76.7% | $3,947-69.4% | $4,869-75.2% |
| Participant deferral / active EE | $12,327 | $4,969+148.1% | $3,930+213.7% | $5,287+133.1% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |