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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 | $11,159 | $92,798-88.0% | $96,707-88.5% | $137,256-91.9% |
| Participation rate | 76.9% | 81.6%-4.7pp | 80.4%-3.4pp | 80.0%-3.0pp |
| Annual return | 29.94% | 31.24%-1.3pp | 34.78%-4.8pp | 220.34%-190.4pp |
| Employer contribution / active EE | $1,296 | $4,147-68.7% | $4,191-69.1% | $4,156-68.8% |
| Participant deferral / active EE | $2,935 | $5,877-50.1% | $5,997-51.1% | $6,407-54.2% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |