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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 | $31,448 | $115,225-72.7% | $100,712-68.8% | $138,895-77.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 10.82% | 40.35%-29.5pp | 33.27%-22.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,807 | $2,771-34.8% | $2,313-21.9% | $4,194-56.9% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $290 | $10,844-97.3% | $9,256-96.9% | $12,562-97.7% |